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 | $64,403 | $56,357+14.3% | $104,294-38.2% | $68,494-6.0% |
| Participation rate | 67.6% | 63.3%+4.4pp | 73.3%-5.6pp | 67.9%-0.2pp |
| Annual return | -9.37% | -9.19%-0.2pp | 24.61%-34.0pp | -7.84%-1.5pp |
| Employer contribution / active EE | $3,818 | $1,960+94.8% | $3,372+13.3% | $2,596+47.1% |
| Participant deferral / active EE | $1,557 | $3,077-49.4% | $4,625-66.3% | $4,027-61.4% |
| Admin fee / account holder | $343 | $4,903-93.0% | $7,339-95.3% | $5,403-93.7% |