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 | $64,903 | $50,958+27.4% | $74,550-12.9% | $64,186+1.1% |
| Participation rate | 57.1% | 61.1%-3.9pp | 69.1%-12.0pp | 69.6%-12.4pp |
| Annual return | -6.97% | -1.86%-5.1pp | 32.53%-39.5pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,047 | $1,115-6.1% | $1,961-46.6% | $2,381-56.0% |
| Participant deferral / active EE | $2,013 | $2,301-12.5% | $3,108-35.2% | $3,470-42.0% |
| Admin fee / account holder | $5,098 | $4,223+20.7% | $5,060+0.8% | $4,888+4.3% |