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 | $32,386 | $50,958-36.4% | $74,550-56.6% | $64,186-49.5% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.1%-2.5pp | 69.6%-2.9pp |
| Annual return | -2.70% | -1.86%-0.8pp | 32.53%-35.2pp | 7.63%-10.3pp |
| Employer contribution / active EE | $1,458 | $1,115+30.7% | $1,961-25.6% | $2,381-38.8% |
| Participant deferral / active EE | $3,988 | $2,301+73.3% | $3,108+28.3% | $3,470+15.0% |
| Admin fee / account holder | $1,969 | $4,223-53.4% | $5,060-61.1% | $4,888-59.7% |