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 | $32,214 | $50,958-36.8% | $74,550-56.8% | $64,186-49.8% |
| Participation rate | 67.5% | 61.1%+6.5pp | 69.1%-1.6pp | 69.6%-2.0pp |
| Annual return | -6.34% | -1.86%-4.5pp | 32.53%-38.9pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,147 | $1,115+2.9% | $1,961-41.5% | $2,381-51.8% |
| Participant deferral / active EE | $2,982 | $2,301+29.6% | $3,108-4.0% | $3,470-14.0% |
| Admin fee / account holder | $2,000 | $4,223-52.6% | $5,060-60.5% | $4,888-59.1% |