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 | $76,537 | $56,484+35.5% | $169,463-54.8% | $64,186+19.2% |
| Participation rate | 62.5% | 64.5%-2.0pp | 77.8%-15.3pp | 69.6%-7.1pp |
| Annual return | -6.23% | -1.55%-4.7pp | 1.83%-8.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,856 | $1,832+1.3% | $4,159-55.4% | $2,381-22.0% |
| Participant deferral / active EE | $3,311 | $3,448-4.0% | $5,277-37.2% | $3,470-4.6% |
| Admin fee / account holder | $2,003 | $4,174-52.0% | $9,109-78.0% | $4,888-59.0% |