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 | $37,507 | $50,958-26.4% | $74,550-49.7% | $64,186-41.6% |
| Participation rate | 69.4% | 61.1%+8.4pp | 69.1%+0.3pp | 69.6%-0.1pp |
| Annual return | -6.37% | -1.86%-4.5pp | 32.53%-38.9pp | 7.63%-14.0pp |
| Employer contribution / active EE | $439 | $1,115-60.6% | $1,961-77.6% | $2,381-81.5% |
| Participant deferral / active EE | $3,243 | $2,301+40.9% | $3,108+4.3% | $3,470-6.5% |
| Admin fee / account holder | $3,639 | $4,223-13.8% | $5,060-28.1% | $4,888-25.6% |