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 | $108,423 | $50,958+112.8% | $74,550+45.4% | $64,186+68.9% |
| Participation rate | 55.3% | 61.1%-5.8pp | 69.1%-13.9pp | 69.6%-14.3pp |
| Annual return | -4.96% | -1.86%-3.1pp | 32.53%-37.5pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,566 | $1,115+40.4% | $1,961-20.1% | $2,381-34.2% |
| Participant deferral / active EE | $2,304 | $2,301+0.1% | $3,108-25.9% | $3,470-33.6% |
| Admin fee / account holder | $16,790 | $4,223+297.6% | $5,060+231.9% | $4,888+243.5% |