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 | $62,221 | $53,596+16.1% | $90,645-31.4% | $64,186-3.1% |
| Participation rate | 60.0% | 64.5%-4.5pp | 74.0%-14.0pp | 69.6%-9.6pp |
| Annual return | -7.79% | 4.41%-12.2pp | 1.88%-9.7pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,323 | $1,503-12.0% | $2,532-47.8% | $2,381-44.4% |
| Participant deferral / active EE | $2,998 | $2,459+21.9% | $3,425-12.5% | $3,470-13.6% |
| Admin fee / account holder | $1,474 | $3,868-61.9% | $4,994-70.5% | $4,888-69.8% |