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 | $45,712 | $50,958-10.3% | $74,550-38.7% | $64,186-28.8% |
| Participation rate | 68.0% | 61.1%+6.9pp | 69.1%-1.1pp | 69.6%-1.6pp |
| Annual return | -6.44% | -1.86%-4.6pp | 32.53%-39.0pp | 7.63%-14.1pp |
| Employer contribution / active EE | $885 | $1,115-20.6% | $1,961-54.8% | $2,381-62.8% |
| Participant deferral / active EE | $1,474 | $2,301-36.0% | $3,108-52.6% | $3,470-57.5% |
| Admin fee / account holder | $4,821 | $4,223+14.2% | $5,060-4.7% | $4,888-1.4% |