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 | $41,517 | $56,484-26.5% | $169,463-75.5% | $64,186-35.3% |
| Participation rate | 40.5% | 64.5%-24.0pp | 77.8%-37.2pp | 69.6%-29.0pp |
| Annual return | -5.71% | -1.55%-4.2pp | 1.83%-7.5pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,623 | $1,832-11.4% | $4,159-61.0% | $2,381-31.8% |
| Participant deferral / active EE | $3,223 | $3,448-6.5% | $5,277-38.9% | $3,470-7.1% |
| Admin fee / account holder | $499 | $4,174-88.0% | $9,109-94.5% | $4,888-89.8% |