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 | $67,710 | $50,958+32.9% | $74,550-9.2% | $64,186+5.5% |
| Participation rate | 30.1% | 61.1%-31.0pp | 69.1%-39.0pp | 69.6%-39.5pp |
| Annual return | -4.64% | -1.86%-2.8pp | 32.53%-37.2pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,044 | $1,115-6.4% | $1,961-46.8% | $2,381-56.2% |
| Participant deferral / active EE | $1,925 | $2,301-16.4% | $3,108-38.1% | $3,470-44.5% |
| Admin fee / account holder | $5,550 | $4,223+31.4% | $5,060+9.7% | $4,888+13.5% |