See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,570 | $43,327-73.3% | $59,878-80.7% | $64,186-82.0% |
| Participation rate | 40.2% | 69.2%-28.9pp | 74.7%-34.5pp | 69.6%-29.3pp |
| Annual return | 0.72% | -1.55%+2.3pp | 3.46%-2.7pp | 7.63%-6.9pp |
| Employer contribution / active EE | $663 | $2,028-67.3% | $2,722-75.6% | $2,381-72.1% |
| Participant deferral / active EE | $927 | $2,546-63.6% | $3,402-72.7% | $3,470-73.3% |
| Admin fee / account holder | $1,211 | $3,005-59.7% | $3,590-66.3% | $4,888-75.2% |