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 8-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 | $63,345 | $50,958+24.3% | $74,550-15.0% | $64,186-1.3% |
| Participation rate | 57.6% | 61.1%-3.5pp | 69.1%-11.6pp | 69.6%-12.0pp |
| Annual return | -6.27% | -1.86%-4.4pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $899 | $1,115-19.4% | $1,961-54.1% | $2,381-62.2% |
| Participant deferral / active EE | $2,109 | $2,301-8.4% | $3,108-32.1% | $3,470-39.2% |
| Admin fee / account holder | $1,274 | $4,223-69.8% | $5,060-74.8% | $4,888-73.9% |