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 | $85,406 | $61,660+38.5% | $80,019+6.7% | $64,186+33.1% |
| Participation rate | 67.2% | 71.7%-4.5pp | 75.8%-8.7pp | 69.6%-2.4pp |
| Annual return | -5.17% | -0.33%-4.8pp | 11.22%-16.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,482 | $1,810-18.1% | $2,468-39.9% | $2,381-37.7% |
| Participant deferral / active EE | $2,968 | $2,9680% | $3,686-19.5% | $3,470-14.5% |
| Admin fee / account holder | $3,461 | $5,417-36.1% | $6,521-46.9% | $4,888-29.2% |