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 | $78,641 | $54,726+43.7% | $68,793+14.3% | $64,186+22.5% |
| Participation rate | 56.1% | 68.0%-12.0pp | 72.2%-16.2pp | 69.6%-13.5pp |
| Annual return | -7.34% | -1.62%-5.7pp | -4.63%-2.7pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,506 | $1,846-18.4% | $2,625-42.6% | $2,381-36.8% |
| Participant deferral / active EE | $3,471 | $2,626+32.2% | $3,311+4.8% | $3,4700% |
| Admin fee / account holder | $2,315 | $4,027-42.5% | $5,131-54.9% | $4,888-52.6% |