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 | $34,840 | $50,958-31.6% | $74,550-53.3% | $64,186-45.7% |
| Participation rate | 52.2% | 61.1%-8.9pp | 69.1%-17.0pp | 69.6%-17.4pp |
| Annual return | -5.97% | -1.86%-4.1pp | 32.53%-38.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $325 | $1,115-70.8% | $1,961-83.4% | $2,381-86.3% |
| Participant deferral / active EE | $2,955 | $2,301+28.4% | $3,108-4.9% | $3,470-14.8% |
| Admin fee / account holder | $7,215 | $4,223+70.9% | $5,060+42.6% | $4,888+47.6% |