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 | $118,218 | $62,586+88.9% | $76,768+54.0% | $64,186+84.2% |
| Participation rate | 67.6% | 72.8%-5.2pp | 77.0%-9.4pp | 69.6%-2.0pp |
| Annual return | -5.32% | -1.95%-3.4pp | 2.43%-7.7pp | 7.63%-13.0pp |
| Employer contribution / active EE | $562 | $1,832-69.3% | $2,485-77.4% | $2,381-76.4% |
| Participant deferral / active EE | $2,819 | $3,145-10.3% | $3,852-26.8% | $3,470-18.7% |
| Admin fee / account holder | $2,621 | $4,667-43.8% | $6,675-60.7% | $4,888-46.4% |