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 | $79,695 | $53,596+48.7% | $90,645-12.1% | $64,186+24.2% |
| Participation rate | 50.0% | 64.5%-14.5pp | 74.0%-24.0pp | 69.6%-19.6pp |
| Annual return | -6.65% | 4.41%-11.1pp | 1.88%-8.5pp | 7.63%-14.3pp |
| Employer contribution / active EE | $984 | $1,503-34.5% | $2,532-61.1% | $2,381-58.7% |
| Participant deferral / active EE | $2,337 | $2,459-4.9% | $3,425-31.7% | $3,470-32.6% |
| Admin fee / account holder | $3,520 | $3,868-9.0% | $4,994-29.5% | $4,888-28.0% |