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 | $95,388 | $58,577+62.8% | $83,333+14.5% | $64,186+48.6% |
| Participation rate | 65.5% | 72.0%-6.5pp | 77.8%-12.2pp | 69.6%-4.1pp |
| Annual return | -4.05% | 9.65%-13.7pp | 10.63%-14.7pp | 7.63%-11.7pp |
| Employer contribution / active EE | $5,289 | $2,098+152.1% | $3,379+56.5% | $2,381+122.2% |
| Participant deferral / active EE | $4,789 | $4,654+2.9% | $5,565-13.9% | $3,470+38.0% |
| Admin fee / account holder | $6,441 | $9,275-30.6% | $7,510-14.2% | $4,888+31.8% |