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 | $80,402 | $62,586+28.5% | $76,768+4.7% | $64,186+25.3% |
| Participation rate | 69.1% | 72.8%-3.7pp | 77.0%-7.9pp | 69.6%-0.5pp |
| Annual return | -3.90% | -1.95%-2.0pp | 2.43%-6.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,037 | $1,832+11.2% | $2,485-18.0% | $2,381-14.4% |
| Participant deferral / active EE | $4,017 | $3,145+27.8% | $3,852+4.3% | $3,470+15.8% |
| Admin fee / account holder | $1,072 | $4,667-77.0% | $6,675-83.9% | $4,888-78.1% |