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 | $92,718 | $58,577+58.3% | $83,333+11.3% | $64,186+44.5% |
| Participation rate | 61.2% | 72.0%-10.8pp | 77.8%-16.5pp | 69.6%-8.3pp |
| Annual return | -3.15% | 9.65%-12.8pp | 10.63%-13.8pp | 7.63%-10.8pp |
| Employer contribution / active EE | $2,961 | $2,098+41.1% | $3,379-12.3% | $2,381+24.4% |
| Participant deferral / active EE | $6,066 | $4,654+30.3% | $5,565+9.0% | $3,470+74.8% |
| Admin fee / account holder | $406 | $9,275-95.6% | $7,510-94.6% | $4,888-91.7% |