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 | $54,746 | $50,958+7.4% | $74,550-26.6% | $64,186-14.7% |
| Participation rate | 55.8% | 61.1%-5.2pp | 69.1%-13.3pp | 69.6%-13.8pp |
| Annual return | -6.02% | -1.86%-4.2pp | 32.53%-38.6pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,156 | $1,115+3.6% | $1,961-41.1% | $2,381-51.5% |
| Participant deferral / active EE | $2,963 | $2,301+28.7% | $3,108-4.7% | $3,470-14.6% |
| Admin fee / account holder | $3,671 | $4,223-13.1% | $5,060-27.4% | $4,888-24.9% |