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 | $99,839 | $62,586+59.5% | $76,768+30.1% | $64,186+55.5% |
| Participation rate | 58.2% | 72.8%-14.6pp | 77.0%-18.8pp | 69.6%-11.4pp |
| Annual return | -3.68% | -1.95%-1.7pp | 2.43%-6.1pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,455 | $1,832-20.6% | $2,485-41.5% | $2,381-38.9% |
| Participant deferral / active EE | $3,358 | $3,145+6.8% | $3,852-12.8% | $3,470-3.2% |
| Admin fee / account holder | $5,780 | $4,667+23.9% | $6,675-13.4% | $4,888+18.3% |