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 | $64,947 | $77,813-16.5% | $123,544-47.4% | $64,186+1.2% |
| Participation rate | 67.2% | 74.7%-7.5pp | 82.3%-15.1pp | 69.6%-2.3pp |
| Annual return | -5.44% | 12.48%-17.9pp | 119.20%-124.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,380 | $3,014-21.0% | $4,628-48.6% | $2,3810% |
| Participant deferral / active EE | $5,676 | $5,240+8.3% | $6,426-11.7% | $3,470+63.6% |
| Admin fee / account holder | $3,108 | $5,519-43.7% | $9,284-66.5% | $4,888-36.4% |