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 | $52,816 | $54,726-3.5% | $68,793-23.2% | $64,186-17.7% |
| Participation rate | 50.6% | 68.0%-17.4pp | 72.2%-21.6pp | 69.6%-19.0pp |
| Annual return | -5.50% | -1.62%-3.9pp | -4.63%-0.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $841 | $1,846-54.4% | $2,625-68.0% | $2,381-64.7% |
| Participant deferral / active EE | $2,838 | $2,626+8.1% | $3,311-14.3% | $3,470-18.2% |
| Admin fee / account holder | $8,376 | $4,027+108.0% | $5,131+63.3% | $4,888+71.4% |