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 | $95,967 | $49,280+94.7% | $67,313+42.6% | $64,186+49.5% |
| Participation rate | 68.4% | 60.8%+7.6pp | 69.1%-0.7pp | 69.6%-1.1pp |
| Annual return | -4.53% | -1.39%-3.1pp | -4.08%-0.4pp | 7.63%-12.2pp |
| Employer contribution / active EE | $455 | $1,668-72.8% | $2,566-82.3% | $2,381-80.9% |
| Participant deferral / active EE | $3,544 | $2,484+42.7% | $3,568-0.7% | $3,470+2.1% |
| Admin fee / account holder | $8,991 | $3,863+132.8% | $4,507+99.5% | $4,888+83.9% |