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 | $37,831 | $50,958-25.8% | $74,550-49.3% | $64,186-41.1% |
| Participation rate | 60.0% | 61.1%-1.1pp | 69.1%-9.1pp | 69.6%-9.6pp |
| Annual return | -7.35% | -1.86%-5.5pp | 32.53%-39.9pp | 7.63%-15.0pp |
| Employer contribution / active EE | $215 | $1,115-80.8% | $1,961-89.1% | $2,381-91.0% |
| Participant deferral / active EE | $1,289 | $2,301-44.0% | $3,108-58.5% | $3,470-62.9% |
| Admin fee / account holder | $5,160 | $4,223+22.2% | $5,060+2.0% | $4,888+5.6% |