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 | $69,174 | $52,836+30.9% | $105,738-34.6% | $64,186+7.8% |
| Participation rate | 52.9% | 66.5%-13.7pp | 76.3%-23.5pp | 69.6%-16.7pp |
| Annual return | -3.97% | 14.30%-18.3pp | 6.27%-10.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,666 | $1,827-8.8% | $3,268-49.0% | $2,381-30.0% |
| Participant deferral / active EE | $3,078 | $2,545+20.9% | $4,080-24.6% | $3,470-11.3% |
| Admin fee / account holder | $2,815 | $3,959-28.9% | $6,913-59.3% | $4,888-42.4% |