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 | $69,736 | $50,958+36.8% | $74,550-6.5% | $64,186+8.6% |
| Participation rate | 63.9% | 61.1%+2.8pp | 69.1%-5.3pp | 69.6%-5.7pp |
| Annual return | -3.25% | -1.86%-1.4pp | 32.53%-35.8pp | 7.63%-10.9pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,060 | $2,301+33.0% | $3,108-1.5% | $3,470-11.8% |
| Admin fee / account holder | $14,978 | $4,223+254.7% | $5,060+196.0% | $4,888+206.4% |