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 | $41,340 | $50,958-18.9% | $74,550-44.5% | $64,186-35.6% |
| Participation rate | 34.5% | 61.1%-26.6pp | 69.1%-34.7pp | 69.6%-35.1pp |
| Annual return | -7.49% | -1.86%-5.6pp | 32.53%-40.0pp | 7.63%-15.1pp |
| Employer contribution / active EE | $970 | $1,115-13.0% | $1,961-50.5% | $2,381-59.2% |
| Participant deferral / active EE | $2,353 | $2,301+2.2% | $3,108-24.3% | $3,470-32.2% |
| Admin fee / account holder | $2,648 | $4,223-37.3% | $5,060-47.7% | $4,888-45.8% |