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 | $65,526 | $50,958+28.6% | $74,550-12.1% | $64,186+2.1% |
| Participation rate | 58.8% | 61.1%-2.2pp | 69.1%-10.3pp | 69.6%-10.7pp |
| Annual return | -6.71% | -1.86%-4.9pp | 32.53%-39.2pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,098 | $1,115-1.6% | $1,961-44.0% | $2,381-53.9% |
| Participant deferral / active EE | $1,985 | $2,301-13.7% | $3,108-36.1% | $3,470-42.8% |
| Admin fee / account holder | $3,490 | $4,223-17.4% | $5,060-31.0% | $4,888-28.6% |