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 | $35,533 | $48,576-26.9% | $169,463-79.0% | $56,287-36.9% |
| Participation rate | 63.8% | 65.8%-2.0pp | 77.8%-14.0pp | 69.9%-6.0pp |
| Annual return | 0.16% | -2.51%+2.7pp | 1.83%-1.7pp | -9.96%+10.1pp |
| Employer contribution / active EE | $1,092 | $1,559-30.0% | $4,159-73.8% | $2,111-48.3% |
| Participant deferral / active EE | $2,906 | $3,275-11.3% | $5,277-44.9% | $3,350-13.3% |
| Admin fee / account holder | $3,602 | $435+727.9% | $9,109-60.5% | $521+591.5% |