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 | $61,926 | $50,958+21.5% | $74,550-16.9% | $64,186-3.5% |
| Participation rate | 59.0% | 61.1%-2.0pp | 69.1%-10.1pp | 69.6%-10.6pp |
| Annual return | -4.53% | -1.86%-2.7pp | 32.53%-37.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $466 | $1,115-58.2% | $1,961-76.2% | $2,381-80.4% |
| Participant deferral / active EE | $2,771 | $2,301+20.4% | $3,108-10.9% | $3,470-20.1% |
| Admin fee / account holder | $4,712 | $4,223+11.6% | $5,060-6.9% | $4,888-3.6% |