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 | $50,226 | $50,958-1.4% | $74,550-32.6% | $64,186-21.7% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.1%-2.5pp | 69.6%-2.9pp |
| Annual return | -6.22% | -1.86%-4.4pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $288 | $1,115-74.2% | $1,961-85.3% | $2,381-87.9% |
| Participant deferral / active EE | $2,468 | $2,301+7.2% | $3,108-20.6% | $3,470-28.9% |
| Admin fee / account holder | $5,300 | $4,223+25.5% | $5,060+4.7% | $4,888+8.4% |