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 | $104,520 | $42,548+145.7% | $74,550+40.2% | $56,287+85.7% |
| Participation rate | 58.1% | 60.5%-2.4pp | 69.1%-11.0pp | 69.9%-11.8pp |
| Annual return | -5.47% | 12.40%-17.9pp | 32.53%-38.0pp | -9.96%+4.5pp |
| Employer contribution / active EE | $793 | $855-7.3% | $1,961-59.6% | $2,111-62.5% |
| Participant deferral / active EE | $2,999 | $2,277+31.7% | $3,108-3.5% | $3,350-10.5% |
| Admin fee / account holder | $1,458 | $467+212.1% | $5,060-71.2% | $521+179.9% |