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 | $62,993 | $50,958+23.6% | $74,550-15.5% | $64,186-1.9% |
| Participation rate | 41.2% | 61.1%-19.9pp | 69.1%-28.0pp | 69.6%-28.4pp |
| Annual return | 4.47% | -1.86%+6.3pp | 32.53%-28.1pp | 7.63%-3.2pp |
| Employer contribution / active EE | $517 | $1,115-53.7% | $1,961-73.6% | $2,381-78.3% |
| Participant deferral / active EE | $1,397 | $2,301-39.3% | $3,108-55.0% | $3,470-59.7% |
| Admin fee / account holder | $599 | $4,223-85.8% | $5,060-88.2% | $4,888-87.7% |