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 | $55,364 | $50,958+8.6% | $74,550-25.7% | $64,186-13.7% |
| Participation rate | 62.5% | 61.1%+1.4pp | 69.1%-6.6pp | 69.6%-7.1pp |
| Annual return | 3.63% | -1.86%+5.5pp | 32.53%-28.9pp | 7.63%-4.0pp |
| Employer contribution / active EE | $1,864 | $1,115+67.2% | $1,961-4.9% | $2,381-21.7% |
| Participant deferral / active EE | $3,194 | $2,301+38.8% | $3,108+2.8% | $3,470-7.9% |
| Admin fee / account holder | $10,386 | $4,223+145.9% | $5,060+105.3% | $4,888+112.5% |