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 | $57,666 | $50,958+13.2% | $74,550-22.6% | $64,186-10.2% |
| Participation rate | 59.6% | 61.1%-1.4pp | 69.1%-9.5pp | 69.6%-10.0pp |
| Annual return | -3.57% | -1.86%-1.7pp | 32.53%-36.1pp | 7.63%-11.2pp |
| Employer contribution / active EE | $260 | $1,115-76.7% | $1,961-86.7% | $2,381-89.1% |
| Participant deferral / active EE | $2,704 | $2,301+17.5% | $3,108-13.0% | $3,470-22.1% |
| Admin fee / account holder | $10,692 | $4,223+153.2% | $5,060+111.3% | $4,888+118.7% |