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 | $93,112 | $50,958+82.7% | $74,550+24.9% | $64,186+45.1% |
| Participation rate | 61.1% | 61.1%+0.1pp | 69.1%-8.0pp | 69.6%-8.5pp |
| Annual return | -5.57% | -1.86%-3.7pp | 32.53%-38.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,619 | $1,115+45.1% | $1,961-17.4% | $2,381-32.0% |
| Participant deferral / active EE | $3,436 | $2,301+49.3% | $3,108+10.5% | $3,470-1.0% |
| Admin fee / account holder | $9,508 | $4,223+125.2% | $5,060+87.9% | $4,888+94.5% |