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 | $38,684 | $50,958-24.1% | $74,550-48.1% | $64,186-39.7% |
| Participation rate | 63.2% | 61.1%+2.2pp | 69.1%-5.9pp | 69.6%-6.3pp |
| Annual return | -5.67% | -1.86%-3.8pp | 32.53%-38.2pp | 7.63%-13.3pp |
| Employer contribution / active EE | $951 | $1,115-14.7% | $1,961-51.5% | $2,381-60.0% |
| Participant deferral / active EE | $1,626 | $2,301-29.3% | $3,108-47.7% | $3,470-53.1% |
| Admin fee / account holder | $16,011 | $4,223+279.2% | $5,060+216.4% | $4,888+227.6% |