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 | $57,005 | $37,134+53.5% | $100,671-43.4% | $52,331+8.9% |
| Participation rate | 64.8% | 57.7%+7.2pp | 70.7%-5.9pp | 68.1%-3.3pp |
| Annual return | -1.50% | 0.10%-1.6pp | 20.43%-21.9pp | 4.54%-6.0pp |
| Employer contribution / active EE | $1,891 | $1,187+59.3% | $4,012-52.9% | $1,882+0.5% |
| Participant deferral / active EE | $5,041 | $2,163+133.0% | $3,144+60.4% | $3,022+66.8% |
| Admin fee / account holder | $8,787 | $467+1781.9% | $4,850+81.2% | $592+1385.4% |