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 | $94,800 | $50,958+86.0% | $74,550+27.2% | $64,186+47.7% |
| Participation rate | 50.7% | 61.1%-10.4pp | 69.1%-18.4pp | 69.6%-18.9pp |
| Annual return | -3.63% | -1.86%-1.8pp | 32.53%-36.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $261 | $1,115-76.6% | $1,961-86.7% | $2,381-89.0% |
| Participant deferral / active EE | $2,417 | $2,301+5.0% | $3,108-22.2% | $3,470-30.3% |
| Admin fee / account holder | $8,256 | $4,223+95.5% | $5,060+63.2% | $4,888+68.9% |