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 | $78,649 | $50,958+54.3% | $74,550+5.5% | $64,186+22.5% |
| Participation rate | 65.4% | 61.1%+4.3pp | 69.1%-3.8pp | 69.6%-4.2pp |
| Annual return | -5.83% | -1.86%-4.0pp | 32.53%-38.4pp | 7.63%-13.5pp |
| Employer contribution / active EE | $702 | $1,115-37.1% | $1,961-64.2% | $2,381-70.5% |
| Participant deferral / active EE | $2,102 | $2,301-8.7% | $3,108-32.4% | $3,470-39.4% |
| Admin fee / account holder | $22,328 | $4,223+428.8% | $5,060+341.3% | $4,888+356.8% |