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 | $45,799 | $56,484-18.9% | $169,463-73.0% | $64,186-28.6% |
| Participation rate | 68.4% | 64.5%+3.9pp | 77.8%-9.4pp | 69.6%-1.1pp |
| Annual return | -5.49% | -1.55%-3.9pp | 1.83%-7.3pp | 7.63%-13.1pp |
| Employer contribution / active EE | $924 | $1,832-49.6% | $4,159-77.8% | $2,381-61.2% |
| Participant deferral / active EE | $2,253 | $3,448-34.7% | $5,277-57.3% | $3,470-35.1% |
| Admin fee / account holder | $4,353 | $4,174+4.3% | $9,109-52.2% | $4,888-10.9% |