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 | $37,546 | $62,586-40.0% | $76,768-51.1% | $64,186-41.5% |
| Participation rate | 46.7% | 72.8%-26.1pp | 77.0%-30.3pp | 69.6%-22.9pp |
| Annual return | -7.41% | -1.95%-5.5pp | 2.43%-9.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $530 | $1,832-71.1% | $2,485-78.7% | $2,381-77.8% |
| Participant deferral / active EE | $1,591 | $3,145-49.4% | $3,852-58.7% | $3,470-54.2% |
| Admin fee / account holder | $3,243 | $4,667-30.5% | $6,675-51.4% | $4,888-33.7% |