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 | $43,619 | $50,958-14.4% | $74,550-41.5% | $64,186-32.0% |
| Participation rate | 60.7% | 61.1%-0.4pp | 69.1%-8.5pp | 69.6%-8.9pp |
| Annual return | -4.12% | -1.86%-2.3pp | 32.53%-36.6pp | 7.63%-11.7pp |
| Employer contribution / active EE | $710 | $1,115-36.3% | $1,961-63.8% | $2,381-70.2% |
| Participant deferral / active EE | $1,981 | $2,301-13.9% | $3,108-36.3% | $3,470-42.9% |
| Admin fee / account holder | $345 | $4,223-91.8% | $5,060-93.2% | $4,888-92.9% |