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 | $83,341 | $43,327+92.4% | $59,878+39.2% | $64,186+29.8% |
| Participation rate | 55.9% | 69.2%-13.3pp | 74.7%-18.8pp | 69.6%-13.7pp |
| Annual return | 7.95% | -1.55%+9.5pp | 3.46%+4.5pp | 7.63%+0.3pp |
| Employer contribution / active EE | $1,453 | $2,028-28.4% | $2,722-46.6% | $2,381-39.0% |
| Participant deferral / active EE | $2,912 | $2,546+14.4% | $3,402-14.4% | $3,470-16.1% |
| Admin fee / account holder | $2,293 | $3,005-23.7% | $3,590-36.1% | $4,888-53.1% |