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 | $55,596 | $50,958+9.1% | $74,550-25.4% | $64,186-13.4% |
| Participation rate | 68.5% | 61.1%+7.5pp | 69.1%-0.6pp | 69.6%-1.0pp |
| Annual return | -5.25% | -1.86%-3.4pp | 32.53%-37.8pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,714 | $1,115+53.7% | $1,961-12.6% | $2,381-28.0% |
| Participant deferral / active EE | $6,233 | $2,301+170.8% | $3,108+100.5% | $3,470+79.6% |
| Admin fee / account holder | $828 | $4,223-80.4% | $5,060-83.6% | $4,888-83.1% |