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 | $66,445 | $54,726+21.4% | $68,793-3.4% | $64,186+3.5% |
| Participation rate | 66.7% | 68.0%-1.4pp | 72.2%-5.6pp | 69.6%-2.9pp |
| Annual return | -5.47% | -1.62%-3.8pp | -4.63%-0.8pp | 7.63%-13.1pp |
| Employer contribution / active EE | $3,064 | $1,846+66.0% | $2,625+16.7% | $2,381+28.7% |
| Participant deferral / active EE | $3,541 | $2,626+34.8% | $3,311+6.9% | $3,470+2.1% |
| Admin fee / account holder | $2,792 | $4,027-30.7% | $5,131-45.6% | $4,888-42.9% |