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 | $40,851 | $54,726-25.4% | $68,793-40.6% | $64,186-36.4% |
| Participation rate | 64.0% | 68.0%-4.0pp | 72.2%-8.2pp | 69.6%-5.6pp |
| Annual return | -6.69% | -1.62%-5.1pp | -4.63%-2.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $522 | $1,846-71.7% | $2,625-80.1% | $2,381-78.1% |
| Participant deferral / active EE | $1,062 | $2,626-59.6% | $3,311-67.9% | $3,470-69.4% |
| Admin fee / account holder | $2,583 | $4,027-35.9% | $5,131-49.7% | $4,888-47.2% |