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 | $81,617 | $50,958+60.2% | $74,550+9.5% | $64,186+27.2% |
| Participation rate | 34.1% | 61.1%-27.0pp | 69.1%-35.1pp | 69.6%-35.5pp |
| Annual return | -7.33% | -1.86%-5.5pp | 32.53%-39.9pp | 7.63%-15.0pp |
| Employer contribution / active EE | $894 | $1,115-19.9% | $1,961-54.4% | $2,381-62.5% |
| Participant deferral / active EE | $2,017 | $2,301-12.4% | $3,108-35.1% | $3,470-41.9% |
| Admin fee / account holder | $3,289 | $4,223-22.1% | $5,060-35.0% | $4,888-32.7% |