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 | $95,117 | $59,805+59.0% | $79,550+19.6% | $68,494+38.9% |
| Participation rate | 65.6% | 61.1%+4.5pp | 69.5%-3.9pp | 67.9%-2.3pp |
| Annual return | -16.85% | -12.30%-4.5pp | 0.16%-17.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,449 | $1,505-3.7% | $2,413-40.0% | $2,596-44.2% |
| Participant deferral / active EE | $4,211 | $3,024+39.2% | $3,985+5.7% | $4,027+4.6% |
| Admin fee / account holder | $4,976 | $4,835+2.9% | $6,832-27.2% | $5,403-7.9% |