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 | $21,928 | $50,958-57.0% | $74,550-70.6% | $64,186-65.8% |
| Participation rate | 64.9% | 61.1%+3.8pp | 69.1%-4.3pp | 69.6%-4.7pp |
| Annual return | 5.41% | -1.86%+7.3pp | 32.53%-27.1pp | 7.63%-2.2pp |
| Employer contribution / active EE | $1,842 | $1,115+65.2% | $1,961-6.1% | $2,381-22.6% |
| Participant deferral / active EE | $3,714 | $2,301+61.4% | $3,108+19.5% | $3,470+7.0% |
| Admin fee / account holder | $791 | $4,223-81.3% | $5,060-84.4% | $4,888-83.8% |