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 | $60,957 | $43,327+40.7% | $59,878+1.8% | $64,186-5.0% |
| Participation rate | 68.5% | 69.2%-0.6pp | 74.7%-6.2pp | 69.6%-1.0pp |
| Annual return | -6.24% | -1.55%-4.7pp | 3.46%-9.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $5,668 | $2,028+179.4% | $2,722+108.3% | $2,381+138.1% |
| Participant deferral / active EE | $2,035 | $2,546-20.1% | $3,402-40.2% | $3,470-41.3% |
| Admin fee / account holder | $948 | $3,005-68.5% | $3,590-73.6% | $4,888-80.6% |