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 | $59,378 | $50,958+16.5% | $74,550-20.4% | $64,186-7.5% |
| Participation rate | 60.0% | 61.1%-1.1pp | 69.1%-9.1pp | 69.6%-9.6pp |
| Annual return | -1.02% | -1.86%+0.8pp | 32.53%-33.5pp | 7.63%-8.6pp |
| Employer contribution / active EE | $1,445 | $1,115+29.5% | $1,961-26.3% | $2,381-39.3% |
| Participant deferral / active EE | $2,524 | $2,301+9.7% | $3,108-18.8% | $3,470-27.2% |
| Admin fee / account holder | $1,890 | $4,223-55.3% | $5,060-62.7% | $4,888-61.3% |