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 | $47,136 | $50,958-7.5% | $74,550-36.8% | $64,186-26.6% |
| Participation rate | 51.2% | 61.1%-9.9pp | 69.1%-18.0pp | 69.6%-18.4pp |
| Annual return | -3.28% | -1.86%-1.4pp | 32.53%-35.8pp | 7.63%-10.9pp |
| Employer contribution / active EE | $909 | $1,115-18.5% | $1,961-53.7% | $2,381-61.8% |
| Participant deferral / active EE | $2,637 | $2,301+14.6% | $3,108-15.2% | $3,470-24.0% |
| Admin fee / account holder | $4,207 | $4,223-0.4% | $5,060-16.9% | $4,888-13.9% |