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 | $26,506 | $43,327-38.8% | $59,878-55.7% | $64,186-58.7% |
| Participation rate | 65.6% | 69.2%-3.5pp | 74.7%-9.1pp | 69.6%-3.9pp |
| Annual return | -4.77% | -1.55%-3.2pp | 3.46%-8.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $579 | $2,028-71.5% | $2,722-78.7% | $2,381-75.7% |
| Participant deferral / active EE | $979 | $2,546-61.5% | $3,402-71.2% | $3,470-71.8% |
| Admin fee / account holder | $2,763 | $3,005-8.1% | $3,590-23.0% | $4,888-43.5% |