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 | $45,503 | $61,660-26.2% | $80,019-43.1% | $64,186-29.1% |
| Participation rate | 55.3% | 71.7%-16.4pp | 75.8%-20.5pp | 69.6%-14.2pp |
| Annual return | 0.53% | -0.33%+0.9pp | 11.22%-10.7pp | 7.63%-7.1pp |
| Employer contribution / active EE | $1,339 | $1,810-26.0% | $2,468-45.7% | $2,381-43.8% |
| Participant deferral / active EE | $2,169 | $2,968-26.9% | $3,686-41.1% | $3,470-37.5% |
| Admin fee / account holder | $1,436 | $5,417-73.5% | $6,521-78.0% | $4,888-70.6% |