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 | $74,954 | $54,726+37.0% | $68,793+9.0% | $64,186+16.8% |
| Participation rate | 68.3% | 68.0%+0.3pp | 72.2%-3.9pp | 69.6%-1.3pp |
| Annual return | -0.30% | -1.62%+1.3pp | -4.63%+4.3pp | 7.63%-7.9pp |
| Employer contribution / active EE | $2,288 | $1,846+23.9% | $2,625-12.9% | $2,381-3.9% |
| Participant deferral / active EE | $3,079 | $2,626+17.2% | $3,311-7.0% | $3,470-11.3% |
| Admin fee / account holder | $10,392 | $4,027+158.1% | $5,131+102.6% | $4,888+112.6% |