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 | $39,352 | $32,117+22.5% | $71,086-44.6% | $64,186-38.7% |
| Participation rate | 62.2% | 42.7%+19.5pp | 54.7%+7.5pp | 69.6%-7.4pp |
| Annual return | -4.83% | -5.57%+0.7pp | 650.59%-655.4pp | 7.63%-12.5pp |
| Employer contribution / active EE | $923 | $712+29.7% | $1,088-15.1% | $2,381-61.2% |
| Participant deferral / active EE | $2,365 | $1,263+87.3% | $1,874+26.2% | $3,470-31.8% |
| Admin fee / account holder | $3,896 | $2,759+41.2% | $3,082+26.4% | $4,888-20.3% |