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 | $47,557 | $50,958-6.7% | $74,550-36.2% | $64,186-25.9% |
| Participation rate | 63.9% | 61.1%+2.8pp | 69.1%-5.3pp | 69.6%-5.7pp |
| Annual return | -6.97% | -1.86%-5.1pp | 32.53%-39.5pp | 7.63%-14.6pp |
| Employer contribution / active EE | $333 | $1,115-70.1% | $1,961-83.0% | $2,381-86.0% |
| Participant deferral / active EE | $1,815 | $2,301-21.1% | $3,108-41.6% | $3,470-47.7% |
| Admin fee / account holder | $1,885 | $4,223-55.4% | $5,060-62.7% | $4,888-61.4% |