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 | $56,340 | $50,958+10.6% | $74,550-24.4% | $64,186-12.2% |
| Participation rate | 37.7% | 61.1%-23.4pp | 69.1%-31.5pp | 69.6%-31.9pp |
| Annual return | -7.88% | -1.86%-6.0pp | 32.53%-40.4pp | 7.63%-15.5pp |
| Employer contribution / active EE | $397 | $1,115-64.4% | $1,961-79.7% | $2,381-83.3% |
| Participant deferral / active EE | $1,145 | $2,301-50.3% | $3,108-63.2% | $3,470-67.0% |
| Admin fee / account holder | $17,116 | $4,223+305.3% | $5,060+238.3% | $4,888+250.2% |