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 | $63,363 | $50,958+24.3% | $74,550-15.0% | $64,186-1.3% |
| Participation rate | 61.8% | 61.1%+0.8pp | 69.1%-7.3pp | 69.6%-7.8pp |
| Annual return | -7.10% | -1.86%-5.2pp | 32.53%-39.6pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,561 | $1,115+40.0% | $1,961-20.4% | $2,381-34.4% |
| Participant deferral / active EE | $3,165 | $2,301+37.5% | $3,108+1.8% | $3,470-8.8% |
| Admin fee / account holder | $946 | $4,223-77.6% | $5,060-81.3% | $4,888-80.6% |