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 | $60,052 | $50,958+17.8% | $74,550-19.4% | $64,186-6.4% |
| Participation rate | 67.3% | 61.1%+6.2pp | 69.1%-1.9pp | 69.6%-2.3pp |
| Annual return | -5.61% | -1.86%-3.8pp | 32.53%-38.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $259 | $1,115-76.8% | $1,961-86.8% | $2,381-89.1% |
| Participant deferral / active EE | $2,645 | $2,301+14.9% | $3,108-14.9% | $3,470-23.8% |
| Admin fee / account holder | $431 | $4,223-89.8% | $5,060-91.5% | $4,888-91.2% |