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 | $52,433 | $50,958+2.9% | $74,550-29.7% | $64,186-18.3% |
| Participation rate | 64.0% | 61.1%+2.9pp | 69.1%-5.1pp | 69.6%-5.6pp |
| Annual return | -7.12% | -1.86%-5.3pp | 32.53%-39.6pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,756 | $2,301+19.7% | $3,108-11.3% | $3,470-20.6% |
| Admin fee / account holder | $4,658 | $4,223+10.3% | $5,060-7.9% | $4,888-4.7% |