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 | $92,100 | $69,977+31.6% | $108,579-15.2% | $62,891+46.4% |
| Participation rate | 67.9% | 72.9%-5.0pp | 79.6%-11.7pp | 69.3%-1.4pp |
| Annual return | 5.94% | 10.73%-4.8pp | -51.70%+57.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,702 | $2,135-20.3% | $3,758-54.7% | $2,281-25.4% |
| Participant deferral / active EE | $3,795 | $3,165+19.9% | $4,311-12.0% | $3,203+18.5% |
| Admin fee / account holder | $12,026 | $5,076+136.9% | $7,645+57.3% | $4,296+180.0% |