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 | $77,529 | $50,958+52.1% | $74,550+4.0% | $64,186+20.8% |
| Participation rate | 60.9% | 61.1%-0.2pp | 69.1%-8.3pp | 69.6%-8.7pp |
| Annual return | -7.36% | -1.86%-5.5pp | 32.53%-39.9pp | 7.63%-15.0pp |
| Employer contribution / active EE | $745 | $1,115-33.2% | $1,961-62.0% | $2,381-68.7% |
| Participant deferral / active EE | $2,310 | $2,301+0.4% | $3,108-25.7% | $3,470-33.4% |
| Admin fee / account holder | $7,471 | $4,223+76.9% | $5,060+47.7% | $4,888+52.8% |