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 | $69,294 | $62,586+10.7% | $76,768-9.7% | $64,186+8.0% |
| Participation rate | 65.5% | 72.8%-7.3pp | 77.0%-11.4pp | 69.6%-4.1pp |
| Annual return | -5.27% | -1.95%-3.3pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $840 | $1,832-54.1% | $2,485-66.2% | $2,381-64.7% |
| Participant deferral / active EE | $2,114 | $3,145-32.8% | $3,852-45.1% | $3,470-39.1% |
| Admin fee / account holder | $17,131 | $4,667+267.1% | $6,675+156.7% | $4,888+250.5% |