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 | $110,838 | $62,586+77.1% | $76,768+44.4% | $64,186+72.7% |
| Participation rate | 68.9% | 72.8%-4.0pp | 77.0%-8.1pp | 69.6%-0.7pp |
| Annual return | -5.87% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,730 | $1,832-5.6% | $2,485-30.4% | $2,381-27.3% |
| Participant deferral / active EE | $3,708 | $3,145+17.9% | $3,852-3.7% | $3,470+6.9% |
| Admin fee / account holder | $2,324 | $4,667-50.2% | $6,675-65.2% | $4,888-52.4% |