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 7-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 | $99,232 | $48,050+106.5% | $85,969+15.4% | $59,632+66.4% |
| Participation rate | 62.1% | 64.5%-2.4pp | 76.5%-14.5pp | 68.7%-6.6pp |
| Annual return | -1.17% | 0.29%-1.5pp | 9.32%-10.5pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $1,771 | $1,640+8.0% | $3,474-49.0% | $2,203-19.6% |
| Participant deferral / active EE | $3,310 | $2,249+47.2% | $3,829-13.6% | $3,192+3.7% |
| Admin fee / account holder | $596 | $3,206-81.4% | $6,053-90.2% | $4,297-86.1% |