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 | $93,302 | $71,883+29.8% | $86,677+7.6% | $68,494+36.2% |
| Participation rate | 69.4% | 72.2%-2.8pp | 76.6%-7.2pp | 67.9%+1.5pp |
| Annual return | -17.97% | 3.52%-21.5pp | 35.91%-53.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,171 | $2,173-46.1% | $2,836-58.7% | $2,596-54.9% |
| Participant deferral / active EE | $4,345 | $3,779+15.0% | $4,656-6.7% | $4,027+7.9% |
| Admin fee / account holder | $3,593 | $6,112-41.2% | $7,493-52.0% | $5,403-33.5% |