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 | $131,042 | $62,586+109.4% | $76,768+70.7% | $64,186+104.2% |
| Participation rate | 61.3% | 72.8%-11.6pp | 77.0%-15.7pp | 69.6%-8.3pp |
| Annual return | -4.85% | -1.95%-2.9pp | 2.43%-7.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,297 | $1,832-29.2% | $2,485-47.8% | $2,381-45.5% |
| Participant deferral / active EE | $3,547 | $3,145+12.8% | $3,852-7.9% | $3,470+2.2% |
| Admin fee / account holder | $1,928 | $4,667-58.7% | $6,675-71.1% | $4,888-60.5% |