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 | $65,217 | $54,726+19.2% | $68,793-5.2% | $64,186+1.6% |
| Participation rate | 65.7% | 68.0%-2.3pp | 72.2%-6.5pp | 69.6%-3.9pp |
| Annual return | -3.04% | -1.62%-1.4pp | -4.63%+1.6pp | 7.63%-10.7pp |
| Employer contribution / active EE | $791 | $1,846-57.1% | $2,625-69.9% | $2,381-66.8% |
| Participant deferral / active EE | $2,890 | $2,626+10.1% | $3,311-12.7% | $3,470-16.7% |
| Admin fee / account holder | $10,481 | $4,027+160.3% | $5,131+104.3% | $4,888+114.4% |