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 | $80,249 | $54,726+46.6% | $68,793+16.7% | $64,186+25.0% |
| Participation rate | 61.5% | 68.0%-6.5pp | 72.2%-10.7pp | 69.6%-8.0pp |
| Annual return | -6.87% | -1.62%-5.3pp | -4.63%-2.2pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,124 | $1,846+15.1% | $2,625-19.1% | $2,381-10.8% |
| Participant deferral / active EE | $4,087 | $2,626+55.6% | $3,311+23.4% | $3,470+17.8% |
| Admin fee / account holder | $3,298 | $4,027-18.1% | $5,131-35.7% | $4,888-32.5% |