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 | $113,815 | $71,883+58.3% | $86,677+31.3% | $68,494+66.2% |
| Participation rate | 67.6% | 72.2%-4.6pp | 76.6%-9.0pp | 67.9%-0.3pp |
| Annual return | -15.02% | 3.52%-18.5pp | 35.91%-50.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,270 | $2,173-41.5% | $2,836-55.2% | $2,596-51.1% |
| Participant deferral / active EE | $2,217 | $3,779-41.3% | $4,656-52.4% | $4,027-44.9% |
| Admin fee / account holder | $5,444 | $6,112-10.9% | $7,493-27.3% | $5,403+0.8% |