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 | $45,640 | $62,586-27.1% | $76,768-40.5% | $64,186-28.9% |
| Participation rate | 51.2% | 72.8%-21.6pp | 77.0%-25.7pp | 69.6%-18.3pp |
| Annual return | -7.27% | -1.95%-5.3pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $818 | $1,832-55.4% | $2,485-67.1% | $2,381-65.7% |
| Participant deferral / active EE | $2,489 | $3,145-20.9% | $3,852-35.4% | $3,470-28.3% |
| Admin fee / account holder | $2,107 | $4,667-54.8% | $6,675-68.4% | $4,888-56.9% |