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 | $68,050 | $50,958+33.5% | $74,550-8.7% | $64,186+6.0% |
| Participation rate | 63.9% | 61.1%+2.9pp | 69.1%-5.2pp | 69.6%-5.6pp |
| Annual return | 2.52% | -1.86%+4.4pp | 32.53%-30.0pp | 7.63%-5.1pp |
| Employer contribution / active EE | $463 | $1,115-58.5% | $1,961-76.4% | $2,381-80.6% |
| Participant deferral / active EE | $1,147 | $2,301-50.1% | $3,108-63.1% | $3,470-66.9% |
| Admin fee / account holder | $991 | $4,223-76.5% | $5,060-80.4% | $4,888-79.7% |