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 | $74,378 | $50,958+46.0% | $74,550-0.2% | $64,186+15.9% |
| Participation rate | 47.1% | 61.1%-14.0pp | 69.1%-22.1pp | 69.6%-22.5pp |
| Annual return | -4.84% | -1.86%-3.0pp | 32.53%-37.4pp | 7.63%-12.5pp |
| Employer contribution / active EE | $484 | $1,115-56.6% | $1,961-75.3% | $2,381-79.7% |
| Participant deferral / active EE | $1,863 | $2,301-19.0% | $3,108-40.1% | $3,470-46.3% |
| Admin fee / account holder | $2,745 | $4,223-35.0% | $5,060-45.7% | $4,888-43.8% |