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 | $24,415 | $50,958-52.1% | $74,550-67.2% | $64,186-62.0% |
| Participation rate | 48.3% | 61.1%-12.8pp | 69.1%-20.9pp | 69.6%-21.3pp |
| Annual return | -6.60% | -1.86%-4.7pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $785 | $1,115-29.6% | $1,961-60.0% | $2,381-67.0% |
| Participant deferral / active EE | $2,057 | $2,301-10.6% | $3,108-33.8% | $3,470-40.7% |
| Admin fee / account holder | $345 | $4,223-91.8% | $5,060-93.2% | $4,888-92.9% |