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 | $24,000 | $42,383-43.4% | $76,523-68.6% | $64,186-62.6% |
| Participation rate | 60.0% | 58.1%+1.9pp | 68.0%-8.0pp | 69.6%-9.6pp |
| Annual return | -6.03% | -16.54%+10.5pp | -0.27%-5.8pp | 7.63%-13.7pp |
| Employer contribution / active EE | $438 | $1,563-72.0% | $2,647-83.4% | $2,381-81.6% |
| Participant deferral / active EE | $1,550 | $2,566-39.6% | $3,835-59.6% | $3,470-55.3% |
| Admin fee / account holder | $3,294 | $3,198+3.0% | $4,848-32.1% | $4,888-32.6% |