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 | $36,854 | $56,484-34.8% | $169,463-78.3% | $64,186-42.6% |
| Participation rate | 55.6% | 64.5%-9.0pp | 77.8%-22.2pp | 69.6%-14.0pp |
| Annual return | -5.83% | -1.55%-4.3pp | 1.83%-7.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $954 | $1,832-47.9% | $4,159-77.1% | $2,381-59.9% |
| Participant deferral / active EE | $2,115 | $3,448-38.7% | $5,277-59.9% | $3,470-39.0% |
| Admin fee / account holder | $4,897 | $4,174+17.3% | $9,109-46.2% | $4,888+0.2% |