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 | $85,260 | $49,280+73.0% | $67,313+26.7% | $64,186+32.8% |
| Participation rate | 67.4% | 60.8%+6.6pp | 69.1%-1.7pp | 69.6%-2.2pp |
| Annual return | -5.47% | -1.39%-4.1pp | -4.08%-1.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,224 | $1,668+33.3% | $2,566-13.3% | $2,381-6.6% |
| Participant deferral / active EE | $4,521 | $2,484+82.0% | $3,568+26.7% | $3,470+30.3% |
| Admin fee / account holder | $4,484 | $3,863+16.1% | $4,507-0.5% | $4,888-8.3% |