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 | $49,503 | $53,596-7.6% | $90,645-45.4% | $64,186-22.9% |
| Participation rate | 47.3% | 64.5%-17.2pp | 74.0%-26.8pp | 69.6%-22.3pp |
| Annual return | -6.90% | 4.41%-11.3pp | 1.88%-8.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $326 | $1,503-78.3% | $2,532-87.1% | $2,381-86.3% |
| Participant deferral / active EE | $1,643 | $2,459-33.2% | $3,425-52.0% | $3,470-52.7% |
| Admin fee / account holder | $1,092 | $3,868-71.8% | $4,994-78.1% | $4,888-77.6% |