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 | $28,985 | $73,867-60.8% | $143,757-79.8% | $68,494-57.7% |
| Participation rate | 61.1% | 66.7%-5.5pp | 80.3%-19.2pp | 67.9%-6.8pp |
| Annual return | -7.14% | 1.01%-8.2pp | -0.04%-7.1pp | -7.84%+0.7pp |
| Employer contribution / active EE | $1,210 | $3,184-62.0% | $4,951-75.6% | $2,596-53.4% |
| Participant deferral / active EE | $2,766 | $3,384-18.3% | $5,637-50.9% | $4,027-31.3% |
| Admin fee / account holder | $481 | $5,755-91.6% | $14,673-96.7% | $5,403-91.1% |