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 | $78,845 | $50,958+54.7% | $74,550+5.8% | $64,186+22.8% |
| Participation rate | 66.1% | 61.1%+5.0pp | 69.1%-3.0pp | 69.6%-3.5pp |
| Annual return | -4.08% | -1.86%-2.2pp | 32.53%-36.6pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,694 | $2,301-26.4% | $3,108-45.5% | $3,470-51.2% |
| Admin fee / account holder | $3,624 | $4,223-14.2% | $5,060-28.4% | $4,888-25.9% |