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 | $44,313 | $50,958-13.0% | $74,550-40.6% | $64,186-31.0% |
| Participation rate | 60.4% | 61.1%-0.6pp | 69.1%-8.7pp | 69.6%-9.1pp |
| Annual return | -4.77% | -1.86%-2.9pp | 32.53%-37.3pp | 7.63%-12.4pp |
| Employer contribution / active EE | $480 | $1,115-57.0% | $1,961-75.5% | $2,381-79.8% |
| Participant deferral / active EE | $2,528 | $2,301+9.8% | $3,108-18.7% | $3,470-27.1% |
| Admin fee / account holder | $7,217 | $4,223+70.9% | $5,060+42.6% | $4,888+47.6% |