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 | $94,758 | $42,383+123.6% | $76,523+23.8% | $64,186+47.6% |
| Participation rate | 67.2% | 58.1%+9.1pp | 68.0%-0.8pp | 69.6%-2.3pp |
| Annual return | -7.71% | -16.54%+8.8pp | -0.27%-7.4pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,003 | $1,563+28.1% | $2,647-24.3% | $2,381-15.9% |
| Participant deferral / active EE | $3,167 | $2,566+23.4% | $3,835-17.4% | $3,470-8.7% |
| Admin fee / account holder | $5,111 | $3,198+59.8% | $4,848+5.4% | $4,888+4.6% |