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 | $44,088 | $50,958-13.5% | $74,550-40.9% | $64,186-31.3% |
| Participation rate | 48.4% | 61.1%-12.7pp | 69.1%-20.8pp | 69.6%-21.2pp |
| Annual return | -7.37% | -1.86%-5.5pp | 32.53%-39.9pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,178 | $1,115+5.7% | $1,961-39.9% | $2,381-50.5% |
| Participant deferral / active EE | $3,225 | $2,301+40.1% | $3,108+3.8% | $3,470-7.0% |
| Admin fee / account holder | $871 | $4,223-79.4% | $5,060-82.8% | $4,888-82.2% |