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 | $27,855 | $73,867-62.3% | $143,757-80.6% | $68,494-59.3% |
| Participation rate | 67.8% | 66.7%+1.1pp | 80.3%-12.5pp | 67.9%-0.1pp |
| Annual return | -16.71% | 1.01%-17.7pp | -0.04%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,543 | $3,184-51.5% | $4,951-68.8% | $2,596-40.6% |
| Participant deferral / active EE | $3,920 | $3,384+15.8% | $5,637-30.5% | $4,027-2.7% |
| Admin fee / account holder | $590 | $5,755-89.8% | $14,673-96.0% | $5,403-89.1% |