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 | $44,793 | $50,958-12.1% | $74,550-39.9% | $64,186-30.2% |
| Participation rate | 51.2% | 61.1%-9.8pp | 69.1%-17.9pp | 69.6%-18.3pp |
| Annual return | -7.08% | -1.86%-5.2pp | 32.53%-39.6pp | 7.63%-14.7pp |
| Employer contribution / active EE | $787 | $1,115-29.4% | $1,961-59.9% | $2,381-66.9% |
| Participant deferral / active EE | $1,915 | $2,301-16.8% | $3,108-38.4% | $3,470-44.8% |
| Admin fee / account holder | $5,223 | $4,223+23.7% | $5,060+3.2% | $4,888+6.9% |