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 | $82,976 | $62,586+32.6% | $76,768+8.1% | $64,186+29.3% |
| Participation rate | 47.7% | 72.8%-25.1pp | 77.0%-29.2pp | 69.6%-21.8pp |
| Annual return | -5.27% | -1.95%-3.3pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $674 | $1,832-63.2% | $2,485-72.9% | $2,381-71.7% |
| Participant deferral / active EE | $1,884 | $3,145-40.1% | $3,852-51.1% | $3,470-45.7% |
| Admin fee / account holder | $4,002 | $4,667-14.2% | $6,675-40.0% | $4,888-18.1% |