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 | $56,987 | $42,383+34.5% | $76,523-25.5% | $64,186-11.2% |
| Participation rate | 41.9% | 58.1%-16.2pp | 68.0%-26.1pp | 69.6%-27.6pp |
| Annual return | -8.08% | -16.54%+8.5pp | -0.27%-7.8pp | 7.63%-15.7pp |
| Employer contribution / active EE | $717 | $1,563-54.1% | $2,647-72.9% | $2,381-69.9% |
| Participant deferral / active EE | $2,199 | $2,566-14.3% | $3,835-42.7% | $3,470-36.6% |
| Admin fee / account holder | $1,704 | $3,198-46.7% | $4,848-64.8% | $4,888-65.1% |