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 | $64,297 | $50,958+26.2% | $74,550-13.8% | $64,186+0.2% |
| Participation rate | 55.8% | 61.1%-5.2pp | 69.1%-13.3pp | 69.6%-13.8pp |
| Annual return | -5.01% | -1.86%-3.2pp | 32.53%-37.5pp | 7.63%-12.6pp |
| Employer contribution / active EE | $432 | $1,115-61.3% | $1,961-78.0% | $2,381-81.9% |
| Participant deferral / active EE | $2,425 | $2,301+5.4% | $3,108-22.0% | $3,470-30.1% |
| Admin fee / account holder | $555 | $4,223-86.8% | $5,060-89.0% | $4,888-88.6% |