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 | $36,164 | $50,958-29.0% | $74,550-51.5% | $64,186-43.7% |
| Participation rate | 28.9% | 61.1%-32.1pp | 69.1%-40.2pp | 69.6%-40.7pp |
| Annual return | -7.61% | -1.86%-5.8pp | 32.53%-40.1pp | 7.63%-15.2pp |
| Employer contribution / active EE | $217 | $1,115-80.5% | $1,961-88.9% | $2,381-90.9% |
| Participant deferral / active EE | $1,381 | $2,301-40.0% | $3,108-55.6% | $3,470-60.2% |
| Admin fee / account holder | $2,081 | $4,223-50.7% | $5,060-58.9% | $4,888-57.4% |