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 | $118,739 | $59,805+98.5% | $79,550+49.3% | $68,494+73.4% |
| Participation rate | 67.6% | 61.1%+6.5pp | 69.5%-1.9pp | 67.9%-0.3pp |
| Annual return | -11.96% | -12.30%+0.3pp | 0.16%-12.1pp | -7.84%-4.1pp |
| Employer contribution / active EE | $1,846 | $1,505+22.6% | $2,413-23.5% | $2,596-28.9% |
| Participant deferral / active EE | $4,907 | $3,024+62.2% | $3,985+23.1% | $4,027+21.8% |
| Admin fee / account holder | $3,276 | $4,835-32.2% | $6,832-52.1% | $5,403-39.4% |