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 | $44,108 | $52,681-16.3% | $75,781-41.8% | $59,632-26.0% |
| Participation rate | 67.4% | 67.2%+0.2pp | 75.8%-8.4pp | 68.7%-1.2pp |
| Annual return | -1.95% | 2.95%-4.9pp | 9.68%-11.6pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $2,205 | $2,193+0.5% | $3,323-33.6% | $2,203+0.1% |
| Participant deferral / active EE | $5,429 | $2,591+109.5% | $3,651+48.7% | $3,192+70.1% |
| Admin fee / account holder | $3,506 | $3,610-2.9% | $5,299-33.8% | $4,297-18.4% |