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 | $55,234 | $50,958+8.4% | $74,550-25.9% | $64,186-13.9% |
| Participation rate | 64.6% | 61.1%+3.5pp | 69.1%-4.6pp | 69.6%-5.0pp |
| Annual return | -3.24% | -1.86%-1.4pp | 32.53%-35.8pp | 7.63%-10.9pp |
| Employer contribution / active EE | $299 | $1,115-73.2% | $1,961-84.7% | $2,381-87.4% |
| Participant deferral / active EE | $1,084 | $2,301-52.9% | $3,108-65.1% | $3,470-68.7% |
| Admin fee / account holder | $9,630 | $4,223+128.1% | $5,060+90.3% | $4,888+97.0% |