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 7-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 | $45,198 | $44,103+2.5% | $75,826-40.4% | $64,186-29.6% |
| Participation rate | 33.8% | 62.7%-29.0pp | 68.2%-34.5pp | 69.6%-35.8pp |
| Annual return | -5.75% | -4.72%-1.0pp | 1914.15%-1919.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $696 | $1,446-51.9% | $1,913-63.6% | $2,381-70.8% |
| Participant deferral / active EE | $1,148 | $2,204-47.9% | $2,862-59.9% | $3,470-66.9% |
| Admin fee / account holder | $1,893 | $3,506-46.0% | $4,726-59.9% | $4,888-61.3% |