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 | $64,402 | $50,958+26.4% | $74,550-13.6% | $64,186+0.3% |
| Participation rate | 51.9% | 61.1%-9.1pp | 69.1%-17.2pp | 69.6%-17.6pp |
| Annual return | -6.25% | -1.86%-4.4pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $511 | $1,115-54.1% | $1,961-73.9% | $2,381-78.5% |
| Participant deferral / active EE | $1,844 | $2,301-19.9% | $3,108-40.7% | $3,470-46.9% |
| Admin fee / account holder | $4,423 | $4,223+4.8% | $5,060-12.6% | $4,888-9.5% |