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 | $102,689 | $62,586+64.1% | $76,768+33.8% | $64,186+60.0% |
| Participation rate | 64.9% | 72.8%-7.9pp | 77.0%-12.0pp | 69.6%-4.6pp |
| Annual return | 1.51% | -1.95%+3.5pp | 2.43%-0.9pp | 7.63%-6.1pp |
| Employer contribution / active EE | $2,669 | $1,832+45.7% | $2,485+7.4% | $2,381+12.1% |
| Participant deferral / active EE | $5,342 | $3,145+69.9% | $3,852+38.7% | $3,470+54.0% |
| Admin fee / account holder | $4,003 | $4,667-14.2% | $6,675-40.0% | $4,888-18.1% |