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 | $44,645 | $49,280-9.4% | $67,313-33.7% | $64,186-30.4% |
| Participation rate | 44.7% | 60.8%-16.0pp | 69.1%-24.3pp | 69.6%-24.8pp |
| Annual return | -8.01% | -1.39%-6.6pp | -4.08%-3.9pp | 7.63%-15.6pp |
| Employer contribution / active EE | $589 | $1,668-64.7% | $2,566-77.0% | $2,381-75.3% |
| Participant deferral / active EE | $2,735 | $2,484+10.1% | $3,568-23.4% | $3,470-21.2% |
| Admin fee / account holder | $853 | $3,863-77.9% | $4,507-81.1% | $4,888-82.6% |