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 | $92,063 | $71,883+28.1% | $86,677+6.2% | $68,494+34.4% |
| Participation rate | 68.8% | 72.2%-3.5pp | 76.6%-7.8pp | 67.9%+0.9pp |
| Annual return | -7.51% | 3.52%-11.0pp | 35.91%-43.4pp | -7.84%+0.3pp |
| Employer contribution / active EE | $983 | $2,173-54.7% | $2,836-65.3% | $2,596-62.1% |
| Participant deferral / active EE | $3,667 | $3,779-3.0% | $4,656-21.2% | $4,027-9.0% |
| Admin fee / account holder | $6,453 | $6,112+5.6% | $7,493-13.9% | $5,403+19.4% |