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 | $96,823 | $62,586+54.7% | $76,768+26.1% | $64,186+50.8% |
| Participation rate | 49.2% | 72.8%-23.6pp | 77.0%-27.8pp | 69.6%-20.4pp |
| Annual return | -4.08% | -1.95%-2.1pp | 2.43%-6.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,121 | $1,832-38.8% | $2,485-54.9% | $2,381-52.9% |
| Participant deferral / active EE | $2,646 | $3,145-15.9% | $3,852-31.3% | $3,470-23.7% |
| Admin fee / account holder | $4,938 | $4,667+5.8% | $6,675-26.0% | $4,888+1.0% |