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 | $66,253 | $52,836+25.4% | $105,738-37.3% | $64,186+3.2% |
| Participation rate | 44.9% | 66.5%-21.6pp | 76.3%-31.4pp | 69.6%-24.7pp |
| Annual return | -3.78% | 14.30%-18.1pp | 6.27%-10.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $810 | $1,827-55.7% | $3,268-75.2% | $2,381-66.0% |
| Participant deferral / active EE | $1,432 | $2,545-43.7% | $4,080-64.9% | $3,470-58.7% |
| Admin fee / account holder | $2,857 | $3,959-27.8% | $6,913-58.7% | $4,888-41.5% |