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 9-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 | $37,605 | $62,586-39.9% | $76,768-51.0% | $64,186-41.4% |
| Participation rate | 63.6% | 72.8%-9.2pp | 77.0%-13.3pp | 69.6%-5.9pp |
| Annual return | -6.83% | -1.95%-4.9pp | 2.43%-9.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $754 | $1,832-58.8% | $2,485-69.7% | $2,381-68.3% |
| Participant deferral / active EE | $2,465 | $3,145-21.6% | $3,852-36.0% | $3,470-29.0% |
| Admin fee / account holder | $4,454 | $4,667-4.6% | $6,675-33.3% | $4,888-8.9% |