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 | $53,612 | $58,577-8.5% | $83,333-35.7% | $64,186-16.5% |
| Participation rate | 68.6% | 72.0%-3.5pp | 77.8%-9.2pp | 69.6%-1.0pp |
| Annual return | -5.29% | 9.65%-14.9pp | 10.63%-15.9pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,648 | $2,098+26.2% | $3,379-21.6% | $2,381+11.2% |
| Participant deferral / active EE | $5,808 | $4,654+24.8% | $5,565+4.4% | $3,470+67.4% |
| Admin fee / account holder | $727 | $9,275-92.2% | $7,510-90.3% | $4,888-85.1% |