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 | $117,170 | $61,660+90.0% | $80,019+46.4% | $64,186+82.5% |
| Participation rate | 56.1% | 71.7%-15.6pp | 75.8%-19.7pp | 69.6%-13.5pp |
| Annual return | -4.69% | -0.33%-4.4pp | 11.22%-15.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,219 | $1,810+22.5% | $2,468-10.1% | $2,381-6.8% |
| Participant deferral / active EE | $7,117 | $2,968+139.8% | $3,686+93.1% | $3,470+105.1% |
| Admin fee / account holder | $1,920 | $5,417-64.5% | $6,521-70.5% | $4,888-60.7% |