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 | $73,635 | $50,958+44.5% | $74,550-1.2% | $64,186+14.7% |
| Participation rate | 65.3% | 61.1%+4.2pp | 69.1%-3.9pp | 69.6%-4.3pp |
| Annual return | -7.82% | -1.86%-6.0pp | 32.53%-40.3pp | 7.63%-15.4pp |
| Employer contribution / active EE | $2,358 | $1,115+111.4% | $1,961+20.2% | $2,381-1.0% |
| Participant deferral / active EE | $4,675 | $2,301+103.1% | $3,108+50.4% | $3,470+34.7% |
| Admin fee / account holder | $683 | $4,223-83.8% | $5,060-86.5% | $4,888-86.0% |