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 | $49,478 | $50,958-2.9% | $74,550-33.6% | $64,186-22.9% |
| Participation rate | 64.3% | 61.1%+3.2pp | 69.1%-4.9pp | 69.6%-5.3pp |
| Annual return | -2.07% | -1.86%-0.2pp | 32.53%-34.6pp | 7.63%-9.7pp |
| Employer contribution / active EE | $862 | $1,115-22.7% | $1,961-56.0% | $2,381-63.8% |
| Participant deferral / active EE | $1,684 | $2,301-26.8% | $3,108-45.8% | $3,470-51.5% |
| Admin fee / account holder | $382 | $4,223-91.0% | $5,060-92.4% | $4,888-92.2% |