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 | $24,719 | $61,660-59.9% | $80,019-69.1% | $64,186-61.5% |
| Participation rate | 61.1% | 71.7%-10.6pp | 75.8%-14.7pp | 69.6%-8.5pp |
| Annual return | -6.75% | -0.33%-6.4pp | 11.22%-18.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $852 | $1,810-53.0% | $2,468-65.5% | $2,381-64.2% |
| Participant deferral / active EE | $1,350 | $2,968-54.5% | $3,686-63.4% | $3,470-61.1% |
| Admin fee / account holder | $929 | $5,417-82.8% | $6,521-85.7% | $4,888-81.0% |