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 | $90,679 | $58,577+54.8% | $83,333+8.8% | $64,186+41.3% |
| Participation rate | 66.7% | 72.0%-5.4pp | 77.8%-11.1pp | 69.6%-2.9pp |
| Annual return | -4.39% | 9.65%-14.0pp | 10.63%-15.0pp | 7.63%-12.0pp |
| Employer contribution / active EE | $3,358 | $2,098+60.0% | $3,379-0.6% | $2,381+41.1% |
| Participant deferral / active EE | $7,398 | $4,654+59.0% | $5,565+32.9% | $3,470+113.2% |
| Admin fee / account holder | $8,152 | $9,275-12.1% | $7,510+8.5% | $4,888+66.8% |