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 | $27,545 | $56,484-51.2% | $169,463-83.7% | $64,186-57.1% |
| Participation rate | 69.0% | 64.5%+4.5pp | 77.8%-8.8pp | 69.6%-0.6pp |
| Annual return | -5.99% | -1.55%-4.4pp | 1.83%-7.8pp | 7.63%-13.6pp |
| Employer contribution / active EE | $888 | $1,832-51.5% | $4,159-78.6% | $2,381-62.7% |
| Participant deferral / active EE | $1,702 | $3,448-50.6% | $5,277-67.7% | $3,470-50.9% |
| Admin fee / account holder | $2,890 | $4,174-30.8% | $9,109-68.3% | $4,888-40.9% |