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 | $49,304 | $42,894+14.9% | $60,874-19.0% | $68,494-28.0% |
| Participation rate | 58.8% | 66.8%-8.0pp | 73.1%-14.3pp | 67.9%-9.1pp |
| Annual return | -9.63% | -13.98%+4.3pp | 16.90%-26.5pp | -7.84%-1.8pp |
| Employer contribution / active EE | $1,074 | $1,978-45.7% | $2,701-60.2% | $2,596-58.6% |
| Participant deferral / active EE | $1,705 | $2,867-40.5% | $3,817-55.3% | $4,027-57.7% |
| Admin fee / account holder | $5,396 | $3,101+74.0% | $3,224+67.4% | $5,403-0.1% |