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 | $50,029 | $50,958-1.8% | $74,550-32.9% | $64,186-22.1% |
| Participation rate | 43.3% | 61.1%-17.7pp | 69.1%-25.8pp | 69.6%-26.2pp |
| Annual return | -5.65% | -1.86%-3.8pp | 32.53%-38.2pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,804 | $1,115+61.8% | $1,961-8.0% | $2,381-24.2% |
| Participant deferral / active EE | $2,575 | $2,301+11.9% | $3,108-17.1% | $3,470-25.8% |
| Admin fee / account holder | $4,126 | $4,223-2.3% | $5,060-18.5% | $4,888-15.6% |