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 | $85,958 | $50,958+68.7% | $74,550+15.3% | $64,186+33.9% |
| Participation rate | 25.7% | 61.1%-35.3pp | 69.1%-43.4pp | 69.6%-43.9pp |
| Annual return | -3.97% | -1.86%-2.1pp | 32.53%-36.5pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,103 | $1,115-1.1% | $1,961-43.7% | $2,381-53.7% |
| Participant deferral / active EE | $3,048 | $2,301+32.4% | $3,108-1.9% | $3,470-12.2% |
| Admin fee / account holder | $3,858 | $4,223-8.6% | $5,060-23.7% | $4,888-21.1% |