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 | $72,858 | $50,958+43.0% | $74,550-2.3% | $64,186+13.5% |
| Participation rate | 58.1% | 61.1%-3.0pp | 69.1%-11.1pp | 69.6%-11.5pp |
| Annual return | -6.92% | -1.86%-5.1pp | 32.53%-39.5pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,632 | $1,115+46.3% | $1,961-16.8% | $2,381-31.5% |
| Participant deferral / active EE | $4,061 | $2,301+76.5% | $3,108+30.7% | $3,470+17.1% |
| Admin fee / account holder | $5,070 | $4,223+20.1% | $5,060+0.2% | $4,888+3.7% |