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 | $114,996 | $77,813+47.8% | $123,544-6.9% | $64,186+79.2% |
| Participation rate | 65.9% | 74.7%-8.9pp | 82.3%-16.4pp | 69.6%-3.7pp |
| Annual return | -5.20% | 12.48%-17.7pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $949 | $3,014-68.5% | $4,628-79.5% | $2,381-60.2% |
| Participant deferral / active EE | $6,203 | $5,240+18.4% | $6,426-3.5% | $3,470+78.8% |
| Admin fee / account holder | $1,979 | $5,519-64.1% | $9,284-78.7% | $4,888-59.5% |