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 | $34,610 | $32,117+7.8% | $71,086-51.3% | $64,186-46.1% |
| Participation rate | 60.5% | 42.7%+17.8pp | 54.7%+5.9pp | 69.6%-9.0pp |
| Annual return | -2.23% | -5.57%+3.3pp | 650.59%-652.8pp | 7.63%-9.9pp |
| Employer contribution / active EE | $671 | $712-5.8% | $1,088-38.3% | $2,381-71.8% |
| Participant deferral / active EE | $1,828 | $1,263+44.7% | $1,874-2.5% | $3,470-47.3% |
| Admin fee / account holder | $2,612 | $2,759-5.3% | $3,082-15.3% | $4,888-46.6% |