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 | $22,549 | $50,958-55.8% | $74,550-69.8% | $64,186-64.9% |
| Participation rate | 60.6% | 61.1%-0.5pp | 69.1%-8.5pp | 69.6%-9.0pp |
| Annual return | -4.05% | -1.86%-2.2pp | 32.53%-36.6pp | 7.63%-11.7pp |
| Employer contribution / active EE | $817 | $1,115-26.7% | $1,961-58.3% | $2,381-65.7% |
| Participant deferral / active EE | $1,240 | $2,301-46.1% | $3,108-60.1% | $3,470-64.3% |
| Admin fee / account holder | $20,700 | $4,223+390.2% | $5,060+309.1% | $4,888+323.5% |