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 | $63,271 | $50,958+24.2% | $74,550-15.1% | $64,186-1.4% |
| Participation rate | 56.4% | 61.1%-4.6pp | 69.1%-12.7pp | 69.6%-13.2pp |
| Annual return | -5.84% | -1.86%-4.0pp | 32.53%-38.4pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,018 | $1,115-8.7% | $1,961-48.1% | $2,381-57.2% |
| Participant deferral / active EE | $2,389 | $2,301+3.8% | $3,108-23.1% | $3,470-31.1% |
| Admin fee / account holder | $2,928 | $4,223-30.7% | $5,060-42.1% | $4,888-40.1% |