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 | $58,238 | $50,958+14.3% | $74,550-21.9% | $64,186-9.3% |
| Participation rate | 37.5% | 61.1%-23.6pp | 69.1%-31.6pp | 69.6%-32.1pp |
| Annual return | -6.73% | -1.86%-4.9pp | 32.53%-39.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $209 | $1,115-81.2% | $1,961-89.3% | $2,381-91.2% |
| Participant deferral / active EE | $1,539 | $2,301-33.1% | $3,108-50.5% | $3,470-55.6% |
| Admin fee / account holder | $1,871 | $4,223-55.7% | $5,060-63.0% | $4,888-61.7% |