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 | $42,607 | $50,958-16.4% | $74,550-42.8% | $64,186-33.6% |
| Participation rate | 64.3% | 61.1%+3.2pp | 69.1%-4.9pp | 69.6%-5.3pp |
| Annual return | -4.55% | -1.86%-2.7pp | 32.53%-37.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,250 | $1,115+12.1% | $1,961-36.2% | $2,381-47.5% |
| Participant deferral / active EE | $2,972 | $2,301+29.1% | $3,108-4.4% | $3,470-14.3% |
| Admin fee / account holder | $4,381 | $4,223+3.7% | $5,060-13.4% | $4,888-10.4% |