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 | $32,708 | $43,327-24.5% | $59,878-45.4% | $64,186-49.0% |
| Participation rate | 43.1% | 69.2%-26.1pp | 74.7%-31.6pp | 69.6%-26.5pp |
| Annual return | -5.04% | -1.55%-3.5pp | 3.46%-8.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $419 | $2,028-79.4% | $2,722-84.6% | $2,381-82.4% |
| Participant deferral / active EE | $1,362 | $2,546-46.5% | $3,402-60.0% | $3,470-60.7% |
| Admin fee / account holder | $889 | $3,005-70.4% | $3,590-75.2% | $4,888-81.8% |