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 | $90,453 | $50,958+77.5% | $74,550+21.3% | $64,186+40.9% |
| Participation rate | 62.2% | 61.1%+1.1pp | 69.1%-7.0pp | 69.6%-7.4pp |
| Annual return | -2.75% | -1.86%-0.9pp | 32.53%-35.3pp | 7.63%-10.4pp |
| Employer contribution / active EE | $881 | $1,115-21.0% | $1,961-55.1% | $2,381-63.0% |
| Participant deferral / active EE | $2,456 | $2,301+6.7% | $3,108-21.0% | $3,470-29.2% |
| Admin fee / account holder | $4,977 | $4,223+17.9% | $5,060-1.6% | $4,888+1.8% |