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 | $37,591 | $62,586-39.9% | $76,768-51.0% | $64,186-41.4% |
| Participation rate | 61.0% | 72.8%-11.8pp | 77.0%-15.9pp | 69.6%-8.6pp |
| Annual return | -5.27% | -1.95%-3.3pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $480 | $1,832-73.8% | $2,485-80.7% | $2,381-79.8% |
| Participant deferral / active EE | $1,551 | $3,145-50.7% | $3,852-59.7% | $3,470-55.3% |
| Admin fee / account holder | $2,155 | $4,667-53.8% | $6,675-67.7% | $4,888-55.9% |