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 | $57,313 | $50,958+12.5% | $74,550-23.1% | $64,186-10.7% |
| Participation rate | 64.8% | 61.1%+3.8pp | 69.1%-4.3pp | 69.6%-4.7pp |
| Annual return | -3.87% | -1.86%-2.0pp | 32.53%-36.4pp | 7.63%-11.5pp |
| Employer contribution / active EE | $336 | $1,115-69.9% | $1,961-82.9% | $2,381-85.9% |
| Participant deferral / active EE | $2,380 | $2,301+3.4% | $3,108-23.4% | $3,470-31.4% |
| Admin fee / account holder | $7,578 | $4,223+79.5% | $5,060+49.8% | $4,888+55.0% |