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 | $52,467 | $62,586-16.2% | $76,768-31.7% | $64,186-18.3% |
| Participation rate | 67.3% | 72.8%-5.5pp | 77.0%-9.7pp | 69.6%-2.3pp |
| Annual return | -1.50% | -1.95%+0.4pp | 2.43%-3.9pp | 7.63%-9.1pp |
| Employer contribution / active EE | $833 | $1,832-54.5% | $2,485-66.5% | $2,381-65.0% |
| Participant deferral / active EE | $2,290 | $3,145-27.2% | $3,852-40.5% | $3,470-34.0% |
| Admin fee / account holder | $4,199 | $4,667-10.0% | $6,675-37.1% | $4,888-14.1% |