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 | $92,684 | $50,958+81.9% | $74,550+24.3% | $64,186+44.4% |
| Participation rate | 67.6% | 61.1%+6.6pp | 69.1%-1.5pp | 69.6%-1.9pp |
| Annual return | -7.58% | -1.86%-5.7pp | 32.53%-40.1pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,366 | $1,115+112.1% | $1,961+20.7% | $2,381-0.6% |
| Participant deferral / active EE | $3,592 | $2,301+56.1% | $3,108+15.6% | $3,470+3.5% |
| Admin fee / account holder | $2,333 | $4,223-44.8% | $5,060-53.9% | $4,888-52.3% |