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 | $101,771 | $50,958+99.7% | $74,550+36.5% | $64,186+58.6% |
| Participation rate | 69.8% | 61.1%+8.8pp | 69.1%+0.7pp | 69.6%+0.3pp |
| Annual return | -6.15% | -1.86%-4.3pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $970 | $1,115-13.0% | $1,961-50.5% | $2,381-59.3% |
| Participant deferral / active EE | $2,341 | $2,301+1.7% | $3,108-24.7% | $3,470-32.5% |
| Admin fee / account holder | $7,831 | $4,223+85.4% | $5,060+54.8% | $4,888+60.2% |