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 | $48,642 | $50,958-4.5% | $74,550-34.8% | $64,186-24.2% |
| Participation rate | 64.2% | 61.1%+3.1pp | 69.1%-5.0pp | 69.6%-5.4pp |
| Annual return | -4.71% | -1.86%-2.9pp | 32.53%-37.2pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,311 | $1,115+17.5% | $1,961-33.2% | $2,381-44.9% |
| Participant deferral / active EE | $2,317 | $2,301+0.7% | $3,108-25.4% | $3,470-33.2% |
| Admin fee / account holder | $34,037 | $4,223+706.0% | $5,060+572.7% | $4,888+596.3% |