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 | $40,393 | $62,586-35.5% | $76,768-47.4% | $64,186-37.1% |
| Participation rate | 68.8% | 72.8%-4.1pp | 77.0%-8.2pp | 69.6%-0.8pp |
| Annual return | -3.40% | -1.95%-1.4pp | 2.43%-5.8pp | 7.63%-11.0pp |
| Employer contribution / active EE | $920 | $1,832-49.8% | $2,485-63.0% | $2,381-61.4% |
| Participant deferral / active EE | $1,736 | $3,145-44.8% | $3,852-54.9% | $3,470-50.0% |
| Admin fee / account holder | $1,495 | $4,667-68.0% | $6,675-77.6% | $4,888-69.4% |