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 | $59,918 | $50,958+17.6% | $74,550-19.6% | $64,186-6.6% |
| Participation rate | 62.1% | 61.1%+1.0pp | 69.1%-7.1pp | 69.6%-7.5pp |
| Annual return | -5.06% | -1.86%-3.2pp | 32.53%-37.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $375 | $1,115-66.4% | $1,961-80.9% | $2,381-84.3% |
| Participant deferral / active EE | $3,445 | $2,301+49.7% | $3,108+10.9% | $3,470-0.7% |
| Admin fee / account holder | $627 | $4,223-85.2% | $5,060-87.6% | $4,888-87.2% |