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 | $95,326 | $61,660+54.6% | $80,019+19.1% | $64,186+48.5% |
| Participation rate | 69.4% | 71.7%-2.3pp | 75.8%-6.4pp | 69.6%-0.2pp |
| Annual return | -5.40% | -0.33%-5.1pp | 11.22%-16.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $930 | $1,810-48.6% | $2,468-62.3% | $2,381-60.9% |
| Participant deferral / active EE | $2,405 | $2,968-19.0% | $3,686-34.8% | $3,470-30.7% |
| Admin fee / account holder | $6,306 | $5,417+16.4% | $6,521-3.3% | $4,888+29.0% |