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 | $63,029 | $50,958+23.7% | $74,550-15.5% | $64,186-1.8% |
| Participation rate | 55.6% | 61.1%-5.5pp | 69.1%-13.6pp | 69.6%-14.0pp |
| Annual return | -6.60% | -1.86%-4.7pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $307 | $1,115-72.5% | $1,961-84.4% | $2,381-87.1% |
| Participant deferral / active EE | $1,703 | $2,301-26.0% | $3,108-45.2% | $3,470-50.9% |
| Admin fee / account holder | $1,122 | $4,223-73.4% | $5,060-77.8% | $4,888-77.1% |