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 | $73,776 | $50,958+44.8% | $74,550-1.0% | $64,186+14.9% |
| Participation rate | 51.0% | 61.1%-10.0pp | 69.1%-18.1pp | 69.6%-18.5pp |
| Annual return | -6.63% | -1.86%-4.8pp | 32.53%-39.2pp | 7.63%-14.3pp |
| Employer contribution / active EE | $317 | $1,115-71.6% | $1,961-83.8% | $2,381-86.7% |
| Participant deferral / active EE | $2,449 | $2,301+6.4% | $3,108-21.2% | $3,470-29.4% |
| Admin fee / account holder | $392 | $4,223-90.7% | $5,060-92.2% | $4,888-92.0% |