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 | $90,145 | $77,813+15.8% | $123,544-27.0% | $64,186+40.4% |
| Participation rate | 61.5% | 74.7%-13.2pp | 82.3%-20.8pp | 69.6%-8.0pp |
| Annual return | -5.55% | 12.48%-18.0pp | 119.20%-124.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,859 | $3,014-38.3% | $4,628-59.8% | $2,381-21.9% |
| Participant deferral / active EE | $3,942 | $5,240-24.8% | $6,426-38.7% | $3,470+13.6% |
| Admin fee / account holder | $6,265 | $5,519+13.5% | $9,284-32.5% | $4,888+28.2% |