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 7-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 | $58,802 | $50,958+15.4% | $74,550-21.1% | $64,186-8.4% |
| Participation rate | 62.5% | 61.1%+1.4pp | 69.1%-6.6pp | 69.6%-7.1pp |
| Annual return | -4.59% | -1.86%-2.7pp | 32.53%-37.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,332 | $1,115+19.4% | $1,961-32.1% | $2,381-44.1% |
| Participant deferral / active EE | $3,098 | $2,301+34.6% | $3,108-0.3% | $3,470-10.7% |
| Admin fee / account holder | $4,528 | $4,223+7.2% | $5,060-10.5% | $4,888-7.4% |