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 | $25,559 | $61,660-58.5% | $80,019-68.1% | $64,186-60.2% |
| Participation rate | 61.0% | 71.7%-10.7pp | 75.8%-14.8pp | 69.6%-8.5pp |
| Annual return | -7.52% | -0.33%-7.2pp | 11.22%-18.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,224 | $1,810-32.4% | $2,468-50.4% | $2,381-48.6% |
| Participant deferral / active EE | $1,931 | $2,968-34.9% | $3,686-47.6% | $3,470-44.3% |
| Admin fee / account holder | $4,971 | $5,417-8.2% | $6,521-23.8% | $4,888+1.7% |