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 | $50,006 | $50,958-1.9% | $74,550-32.9% | $64,186-22.1% |
| Participation rate | 68.5% | 61.1%+7.4pp | 69.1%-0.7pp | 69.6%-1.1pp |
| Annual return | -3.11% | -1.86%-1.3pp | 32.53%-35.6pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,662 | $1,115+49.0% | $1,961-15.2% | $2,381-30.2% |
| Participant deferral / active EE | $2,671 | $2,301+16.0% | $3,108-14.1% | $3,470-23.0% |
| Admin fee / account holder | $421 | $4,223-90.0% | $5,060-91.7% | $4,888-91.4% |