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 | $97,128 | $61,660+57.5% | $80,019+21.4% | $64,186+51.3% |
| Participation rate | 67.6% | 71.7%-4.0pp | 75.8%-8.2pp | 69.6%-1.9pp |
| Annual return | -5.88% | -0.33%-5.5pp | 11.22%-17.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,341 | $1,810+29.3% | $2,468-5.1% | $2,381-1.7% |
| Participant deferral / active EE | $3,730 | $2,968+25.7% | $3,686+1.2% | $3,470+7.5% |
| Admin fee / account holder | $5,082 | $5,417-6.2% | $6,521-22.1% | $4,888+4.0% |