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 | $62,979 | $50,958+23.6% | $74,550-15.5% | $64,186-1.9% |
| Participation rate | 59.5% | 61.1%-1.6pp | 69.1%-9.7pp | 69.6%-10.1pp |
| Annual return | -6.25% | -1.86%-4.4pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,020 | $1,115-8.6% | $1,961-48.0% | $2,381-57.2% |
| Participant deferral / active EE | $2,810 | $2,301+22.1% | $3,108-9.6% | $3,470-19.0% |
| Admin fee / account holder | $2,000 | $4,223-52.6% | $5,060-60.5% | $4,888-59.1% |