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 | $65,113 | $50,958+27.8% | $74,550-12.7% | $64,186+1.4% |
| Participation rate | 68.8% | 61.1%+7.7pp | 69.1%-0.4pp | 69.6%-0.8pp |
| Annual return | -5.75% | -1.86%-3.9pp | 32.53%-38.3pp | 7.63%-13.4pp |
| Employer contribution / active EE | $870 | $1,115-22.0% | $1,961-55.6% | $2,381-63.4% |
| Participant deferral / active EE | $3,154 | $2,301+37.1% | $3,108+1.5% | $3,470-9.1% |
| Admin fee / account holder | $8,859 | $4,223+109.8% | $5,060+75.1% | $4,888+81.2% |