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 | $74,812 | $56,484+32.4% | $169,463-55.9% | $64,186+16.6% |
| Participation rate | 30.2% | 64.5%-34.3pp | 77.8%-47.5pp | 69.6%-39.3pp |
| Annual return | -4.89% | -1.55%-3.3pp | 1.83%-6.7pp | 7.63%-12.5pp |
| Employer contribution / active EE | $565 | $1,832-69.2% | $4,159-86.4% | $2,381-76.3% |
| Participant deferral / active EE | $1,522 | $3,448-55.9% | $5,277-71.2% | $3,470-56.1% |
| Admin fee / account holder | $2,591 | $4,174-37.9% | $9,109-71.6% | $4,888-47.0% |