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 | $30,792 | $50,958-39.6% | $74,550-58.7% | $64,186-52.0% |
| Participation rate | 59.8% | 61.1%-1.3pp | 69.1%-9.4pp | 69.6%-9.8pp |
| Annual return | -6.37% | -1.86%-4.5pp | 32.53%-38.9pp | 7.63%-14.0pp |
| Employer contribution / active EE | $322 | $1,115-71.1% | $1,961-83.6% | $2,381-86.5% |
| Participant deferral / active EE | $2,414 | $2,301+4.9% | $3,108-22.3% | $3,470-30.4% |
| Admin fee / account holder | $4,555 | $4,223+7.9% | $5,060-10.0% | $4,888-6.8% |