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 | $94,275 | $42,383+122.4% | $76,523+23.2% | $64,186+46.9% |
| Participation rate | 65.5% | 58.1%+7.4pp | 68.0%-2.5pp | 69.6%-4.1pp |
| Annual return | -6.49% | -16.54%+10.0pp | -0.27%-6.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,003 | $1,563+28.2% | $2,647-24.3% | $2,381-15.9% |
| Participant deferral / active EE | $4,241 | $2,566+65.2% | $3,835+10.6% | $3,470+22.2% |
| Admin fee / account holder | $6,385 | $3,198+99.7% | $4,848+31.7% | $4,888+30.6% |