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 | $51,715 | $50,958+1.5% | $74,550-30.6% | $64,186-19.4% |
| Participation rate | 43.2% | 61.1%-17.8pp | 69.1%-25.9pp | 69.6%-26.3pp |
| Annual return | -6.03% | -1.86%-4.2pp | 32.53%-38.6pp | 7.63%-13.7pp |
| Employer contribution / active EE | $627 | $1,115-43.8% | $1,961-68.0% | $2,381-73.7% |
| Participant deferral / active EE | $1,388 | $2,301-39.7% | $3,108-55.3% | $3,470-60.0% |
| Admin fee / account holder | $2,590 | $4,223-38.7% | $5,060-48.8% | $4,888-47.0% |