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 | $24,283 | $49,280-50.7% | $67,313-63.9% | $64,186-62.2% |
| Participation rate | 52.0% | 60.8%-8.8pp | 69.1%-17.1pp | 69.6%-17.6pp |
| Annual return | -7.27% | -1.39%-5.9pp | -4.08%-3.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,454 | $1,668-12.9% | $2,566-43.3% | $2,381-38.9% |
| Participant deferral / active EE | $3,051 | $2,484+22.8% | $3,568-14.5% | $3,470-12.1% |
| Admin fee / account holder | $765 | $3,863-80.2% | $4,507-83.0% | $4,888-84.4% |