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 | $45,967 | $50,958-9.8% | $74,550-38.3% | $64,186-28.4% |
| Participation rate | 35.3% | 61.1%-25.8pp | 69.1%-33.8pp | 69.6%-34.3pp |
| Annual return | -5.63% | -1.86%-3.8pp | 32.53%-38.2pp | 7.63%-13.3pp |
| Employer contribution / active EE | $621 | $1,115-44.3% | $1,961-68.3% | $2,381-73.9% |
| Participant deferral / active EE | $2,327 | $2,301+1.1% | $3,108-25.1% | $3,470-32.9% |
| Admin fee / account holder | $6,574 | $4,223+55.7% | $5,060+29.9% | $4,888+34.5% |