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 | $33,844 | $50,958-33.6% | $74,550-54.6% | $64,186-47.3% |
| Participation rate | 48.8% | 61.1%-12.2pp | 69.1%-20.3pp | 69.6%-20.7pp |
| Annual return | -6.56% | -1.86%-4.7pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $269 | $1,115-75.9% | $1,961-86.3% | $2,381-88.7% |
| Participant deferral / active EE | $1,480 | $2,301-35.7% | $3,108-52.4% | $3,470-57.3% |
| Admin fee / account holder | $8,053 | $4,223+90.7% | $5,060+59.2% | $4,888+64.7% |