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 | $52,411 | $50,958+2.9% | $74,550-29.7% | $64,186-18.3% |
| Participation rate | 53.3% | 61.1%-7.7pp | 69.1%-15.8pp | 69.6%-16.2pp |
| Annual return | -7.23% | -1.86%-5.4pp | 32.53%-39.8pp | 7.63%-14.9pp |
| Employer contribution / active EE | $987 | $1,115-11.5% | $1,961-49.7% | $2,381-58.5% |
| Participant deferral / active EE | $1,955 | $2,301-15.1% | $3,108-37.1% | $3,470-43.7% |
| Admin fee / account holder | $3,060 | $4,223-27.5% | $5,060-39.5% | $4,888-37.4% |