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 | $71,618 | $50,958+40.5% | $74,550-3.9% | $64,186+11.6% |
| Participation rate | 60.0% | 61.1%-1.1pp | 69.1%-9.1pp | 69.6%-9.6pp |
| Annual return | -7.79% | -1.86%-5.9pp | 32.53%-40.3pp | 7.63%-15.4pp |
| Employer contribution / active EE | $590 | $1,115-47.1% | $1,961-69.9% | $2,381-75.2% |
| Participant deferral / active EE | $3,133 | $2,301+36.1% | $3,108+0.8% | $3,470-9.7% |
| Admin fee / account holder | $4,991 | $4,223+18.2% | $5,060-1.3% | $4,888+2.1% |