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 | $36,008 | $50,958-29.3% | $74,550-51.7% | $64,186-43.9% |
| Participation rate | 56.1% | 61.1%-4.9pp | 69.1%-13.0pp | 69.6%-13.4pp |
| Annual return | -5.55% | -1.86%-3.7pp | 32.53%-38.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $702 | $1,115-37.0% | $1,961-64.2% | $2,381-70.5% |
| Participant deferral / active EE | $2,154 | $2,301-6.4% | $3,108-30.7% | $3,470-37.9% |
| Admin fee / account holder | $4,429 | $4,223+4.9% | $5,060-12.5% | $4,888-9.4% |