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 | $71,109 | $61,660+15.3% | $80,019-11.1% | $64,186+10.8% |
| Participation rate | 61.5% | 71.7%-10.2pp | 75.8%-14.3pp | 69.6%-8.0pp |
| Annual return | -4.53% | -0.33%-4.2pp | 11.22%-15.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,476 | $1,810-18.4% | $2,468-40.2% | $2,381-38.0% |
| Participant deferral / active EE | $3,572 | $2,968+20.4% | $3,686-3.1% | $3,470+2.9% |
| Admin fee / account holder | $2,875 | $5,417-46.9% | $6,521-55.9% | $4,888-41.2% |