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 | $50,516 | $50,958-0.9% | $74,550-32.2% | $64,186-21.3% |
| Participation rate | 55.3% | 61.1%-5.8pp | 69.1%-13.9pp | 69.6%-14.3pp |
| Annual return | -5.88% | -1.86%-4.0pp | 32.53%-38.4pp | 7.63%-13.5pp |
| Employer contribution / active EE | $447 | $1,115-59.9% | $1,961-77.2% | $2,381-81.2% |
| Participant deferral / active EE | $1,972 | $2,301-14.3% | $3,108-36.6% | $3,470-43.2% |
| Admin fee / account holder | $7,778 | $4,223+84.2% | $5,060+53.7% | $4,888+59.1% |