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 | $66,239 | $52,836+25.4% | $105,738-37.4% | $64,186+3.2% |
| Participation rate | 58.3% | 66.5%-8.2pp | 76.3%-18.0pp | 69.6%-11.2pp |
| Annual return | -6.85% | 14.30%-21.1pp | 6.27%-13.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $716 | $1,827-60.8% | $3,268-78.1% | $2,381-69.9% |
| Participant deferral / active EE | $1,480 | $2,545-41.8% | $4,080-63.7% | $3,470-57.3% |
| Admin fee / account holder | $326 | $3,959-91.8% | $6,913-95.3% | $4,888-93.3% |