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 | $86,405 | $62,586+38.1% | $76,768+12.6% | $64,186+34.6% |
| Participation rate | 68.0% | 72.8%-4.8pp | 77.0%-9.0pp | 69.6%-1.6pp |
| Annual return | -5.15% | -1.95%-3.2pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,213 | $1,832-33.8% | $2,485-51.2% | $2,381-49.1% |
| Participant deferral / active EE | $4,273 | $3,145+35.9% | $3,852+10.9% | $3,470+23.2% |
| Admin fee / account holder | $8,629 | $4,667+84.9% | $6,675+29.3% | $4,888+76.5% |