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 | $45,688 | $50,958-10.3% | $74,550-38.7% | $64,186-28.8% |
| Participation rate | 41.2% | 61.1%-19.8pp | 69.1%-27.9pp | 69.6%-28.3pp |
| Annual return | -3.95% | -1.86%-2.1pp | 32.53%-36.5pp | 7.63%-11.6pp |
| Employer contribution / active EE | $203 | $1,115-81.8% | $1,961-89.7% | $2,381-91.5% |
| Participant deferral / active EE | $2,156 | $2,301-6.3% | $3,108-30.6% | $3,470-37.9% |
| Admin fee / account holder | $1,243 | $4,223-70.6% | $5,060-75.4% | $4,888-74.6% |