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 | $142,041 | $42,383+235.1% | $76,523+85.6% | $64,186+121.3% |
| Participation rate | 63.3% | 58.1%+5.2pp | 68.0%-4.7pp | 69.6%-6.2pp |
| Annual return | -6.56% | -16.54%+10.0pp | -0.27%-6.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $363 | $1,563-76.8% | $2,647-86.3% | $2,381-84.7% |
| Participant deferral / active EE | $3,620 | $2,566+41.1% | $3,835-5.6% | $3,470+4.3% |
| Admin fee / account holder | $6,042 | $3,198+88.9% | $4,848+24.6% | $4,888+23.6% |