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 | $35,072 | $62,586-44.0% | $76,768-54.3% | $64,186-45.4% |
| Participation rate | 59.5% | 72.8%-13.3pp | 77.0%-17.5pp | 69.6%-10.1pp |
| Annual return | -2.07% | -1.95%-0.1pp | 2.43%-4.5pp | 7.63%-9.7pp |
| Employer contribution / active EE | $1,615 | $1,832-11.8% | $2,485-35.0% | $2,381-32.2% |
| Participant deferral / active EE | $2,997 | $3,145-4.7% | $3,852-22.2% | $3,470-13.6% |
| Admin fee / account holder | $538 | $4,667-88.5% | $6,675-91.9% | $4,888-89.0% |