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 | $26,582 | $50,958-47.8% | $74,550-64.3% | $64,186-58.6% |
| Participation rate | 56.7% | 61.1%-4.4pp | 69.1%-12.5pp | 69.6%-12.9pp |
| Annual return | -5.77% | -1.86%-3.9pp | 32.53%-38.3pp | 7.63%-13.4pp |
| Employer contribution / active EE | $251 | $1,115-77.5% | $1,961-87.2% | $2,381-89.5% |
| Participant deferral / active EE | $2,164 | $2,301-6.0% | $3,108-30.4% | $3,470-37.6% |
| Admin fee / account holder | $3,122 | $4,223-26.1% | $5,060-38.3% | $4,888-36.1% |