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 | $48,385 | $58,577-17.4% | $83,333-41.9% | $64,186-24.6% |
| Participation rate | 63.7% | 72.0%-8.3pp | 77.8%-14.0pp | 69.6%-5.8pp |
| Annual return | -4.27% | 9.65%-13.9pp | 10.63%-14.9pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,202 | $2,098+4.9% | $3,379-34.8% | $2,381-7.5% |
| Participant deferral / active EE | $3,268 | $4,654-29.8% | $5,565-41.3% | $3,470-5.8% |
| Admin fee / account holder | $750 | $9,275-91.9% | $7,510-90.0% | $4,888-84.6% |