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 | $67,640 | $52,836+28.0% | $105,738-36.0% | $64,186+5.4% |
| Participation rate | 64.4% | 66.5%-2.1pp | 76.3%-11.9pp | 69.6%-5.1pp |
| Annual return | -2.33% | 14.30%-16.6pp | 6.27%-8.6pp | 7.63%-10.0pp |
| Employer contribution / active EE | $1,863 | $1,827+2.0% | $3,268-43.0% | $2,381-21.8% |
| Participant deferral / active EE | $2,569 | $2,545+0.9% | $4,080-37.0% | $3,470-26.0% |
| Admin fee / account holder | $1,093 | $3,959-72.4% | $6,913-84.2% | $4,888-77.6% |