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 | $105,398 | $54,726+92.6% | $68,793+53.2% | $64,186+64.2% |
| Participation rate | 56.5% | 68.0%-11.5pp | 72.2%-15.7pp | 69.6%-13.0pp |
| Annual return | -4.78% | -1.62%-3.2pp | -4.63%-0.1pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,524 | $1,846-17.5% | $2,625-42.0% | $2,381-36.0% |
| Participant deferral / active EE | $3,953 | $2,626+50.5% | $3,311+19.4% | $3,470+13.9% |
| Admin fee / account holder | $3,328 | $4,027-17.3% | $5,131-35.1% | $4,888-31.9% |