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 | $64,860 | $50,958+27.3% | $74,550-13.0% | $64,186+1.1% |
| Participation rate | 37.3% | 61.1%-23.7pp | 69.1%-31.8pp | 69.6%-32.3pp |
| Annual return | -4.44% | -1.86%-2.6pp | 32.53%-37.0pp | 7.63%-12.1pp |
| Employer contribution / active EE | $324 | $1,115-71.0% | $1,961-83.5% | $2,381-86.4% |
| Participant deferral / active EE | $1,899 | $2,301-17.5% | $3,108-38.9% | $3,470-45.3% |
| Admin fee / account holder | $8,065 | $4,223+91.0% | $5,060+59.4% | $4,888+65.0% |