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 | $15,657 | $32,117-51.2% | $71,086-78.0% | $64,186-75.6% |
| Participation rate | 69.2% | 42.7%+26.5pp | 54.7%+14.6pp | 69.6%-0.3pp |
| Annual return | -4.86% | -5.57%+0.7pp | 650.59%-655.5pp | 7.63%-12.5pp |
| Employer contribution / active EE | $737 | $712+3.5% | $1,088-32.3% | $2,381-69.1% |
| Participant deferral / active EE | $1,406 | $1,263+11.4% | $1,874-25.0% | $3,470-59.5% |
| Admin fee / account holder | $3,097 | $2,759+12.2% | $3,082+0.5% | $4,888-36.6% |