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 | $43,065 | $50,958-15.5% | $74,550-42.2% | $64,186-32.9% |
| Participation rate | 59.5% | 61.1%-1.5pp | 69.1%-9.6pp | 69.6%-10.0pp |
| Annual return | 11.87% | -1.86%+13.7pp | 32.53%-20.7pp | 7.63%+4.2pp |
| Employer contribution / active EE | $789 | $1,115-29.2% | $1,961-59.7% | $2,381-66.8% |
| Participant deferral / active EE | $1,934 | $2,301-15.9% | $3,108-37.8% | $3,470-44.2% |
| Admin fee / account holder | $11,186 | $4,223+164.9% | $5,060+121.1% | $4,888+128.8% |