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 | $75,730 | $59,805+26.6% | $79,550-4.8% | $68,494+10.6% |
| Participation rate | 64.3% | 61.1%+3.2pp | 69.5%-5.2pp | 67.9%-3.6pp |
| Annual return | -13.02% | -12.30%-0.7pp | 0.16%-13.2pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,135 | $1,505-24.6% | $2,413-53.0% | $2,596-56.3% |
| Participant deferral / active EE | $2,273 | $3,024-24.8% | $3,985-43.0% | $4,027-43.6% |
| Admin fee / account holder | $1,838 | $4,835-62.0% | $6,832-73.1% | $5,403-66.0% |