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 | $54,697 | $61,660-11.3% | $80,019-31.6% | $64,186-14.8% |
| Participation rate | 39.5% | 71.7%-32.2pp | 75.8%-36.3pp | 69.6%-30.1pp |
| Annual return | -5.60% | -0.33%-5.3pp | 11.22%-16.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $400 | $1,810-77.9% | $2,468-83.8% | $2,381-83.2% |
| Participant deferral / active EE | $1,601 | $2,968-46.1% | $3,686-56.6% | $3,470-53.9% |
| Admin fee / account holder | $1,407 | $5,417-74.0% | $6,521-78.4% | $4,888-71.2% |