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 | $34,438 | $73,867-53.4% | $143,757-76.0% | $68,494-49.7% |
| Participation rate | 69.6% | 66.7%+3.0pp | 80.3%-10.7pp | 67.9%+1.8pp |
| Annual return | -13.11% | 1.01%-14.1pp | -0.04%-13.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $776 | $3,184-75.6% | $4,951-84.3% | $2,596-70.1% |
| Participant deferral / active EE | $2,703 | $3,384-20.1% | $5,637-52.0% | $4,027-32.9% |
| Admin fee / account holder | $2,494 | $5,755-56.7% | $14,673-83.0% | $5,403-53.8% |