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 | $47,971 | $50,958-5.9% | $74,550-35.7% | $64,186-25.3% |
| Participation rate | 44.6% | 61.1%-16.4pp | 69.1%-24.5pp | 69.6%-25.0pp |
| Annual return | -5.73% | -1.86%-3.9pp | 32.53%-38.3pp | 7.63%-13.4pp |
| Employer contribution / active EE | $255 | $1,115-77.1% | $1,961-87.0% | $2,381-89.3% |
| Participant deferral / active EE | $1,389 | $2,301-39.6% | $3,108-55.3% | $3,470-60.0% |
| Admin fee / account holder | $451 | $4,223-89.3% | $5,060-91.1% | $4,888-90.8% |