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 | $93,573 | $49,280+89.9% | $67,313+39.0% | $64,186+45.8% |
| Participation rate | 67.7% | 60.8%+7.0pp | 69.1%-1.3pp | 69.6%-1.8pp |
| Annual return | 1.50% | -1.39%+2.9pp | -4.08%+5.6pp | 7.63%-6.1pp |
| Employer contribution / active EE | $1,045 | $1,668-37.4% | $2,566-59.3% | $2,381-56.1% |
| Participant deferral / active EE | $3,353 | $2,484+35.0% | $3,568-6.0% | $3,470-3.4% |
| Admin fee / account holder | $1,937 | $3,863-49.9% | $4,507-57.0% | $4,888-60.4% |