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 | $132,754 | $110,094+20.6% | $151,611-12.4% | $68,494+93.8% |
| Participation rate | 69.2% | 84.0%-14.7pp | 87.5%-18.3pp | 67.9%+1.3pp |
| Annual return | 2.60% | -10.12%+12.7pp | 3.33%-0.7pp | -7.84%+10.4pp |
| Employer contribution / active EE | $4,220 | $4,471-5.6% | $6,166-31.6% | $2,596+62.5% |
| Participant deferral / active EE | $11,899 | $6,527+82.3% | $8,363+42.3% | $4,027+195.5% |
| Admin fee / account holder | $2,829 | $7,719-63.4% | $11,616-75.6% | $5,403-47.6% |