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 | $63,425 | $50,958+24.5% | $74,550-14.9% | $64,186-1.2% |
| Participation rate | 56.1% | 61.1%-5.0pp | 69.1%-13.0pp | 69.6%-13.5pp |
| Annual return | -2.03% | -1.86%-0.2pp | 32.53%-34.6pp | 7.63%-9.7pp |
| Employer contribution / active EE | $1,173 | $1,115+5.1% | $1,961-40.2% | $2,381-50.8% |
| Participant deferral / active EE | $3,398 | $2,301+47.6% | $3,108+9.3% | $3,470-2.1% |
| Admin fee / account holder | $5,643 | $4,223+33.6% | $5,060+11.5% | $4,888+15.4% |