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 | $54,364 | $50,958+6.7% | $74,550-27.1% | $64,186-15.3% |
| Participation rate | 49.0% | 61.1%-12.0pp | 69.1%-20.1pp | 69.6%-20.5pp |
| Annual return | -1.58% | -1.86%+0.3pp | 32.53%-34.1pp | 7.63%-9.2pp |
| Employer contribution / active EE | $1,193 | $1,115+7.0% | $1,961-39.2% | $2,381-49.9% |
| Participant deferral / active EE | $1,831 | $2,301-20.4% | $3,108-41.1% | $3,470-47.2% |
| Admin fee / account holder | $8,228 | $4,223+94.8% | $5,060+62.6% | $4,888+68.3% |