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 | $94,502 | $53,596+76.3% | $90,645+4.3% | $64,186+47.2% |
| Participation rate | 68.2% | 64.5%+3.7pp | 74.0%-5.8pp | 69.6%-1.3pp |
| Annual return | -6.03% | 4.41%-10.4pp | 1.88%-7.9pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,583 | $1,503+5.4% | $2,532-37.5% | $2,381-33.5% |
| Participant deferral / active EE | $4,112 | $2,459+67.3% | $3,425+20.1% | $3,470+18.5% |
| Admin fee / account holder | $5,282 | $3,868+36.6% | $4,994+5.8% | $4,888+8.1% |