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 | $91,739 | $61,660+48.8% | $80,019+14.6% | $64,186+42.9% |
| Participation rate | 63.6% | 71.7%-8.1pp | 75.8%-12.2pp | 69.6%-5.9pp |
| Annual return | -3.41% | -0.33%-3.1pp | 11.22%-14.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $627 | $1,810-65.4% | $2,468-74.6% | $2,381-73.7% |
| Participant deferral / active EE | $3,785 | $2,968+27.5% | $3,686+2.7% | $3,470+9.1% |
| Admin fee / account holder | $2,341 | $5,417-56.8% | $6,521-64.1% | $4,888-52.1% |