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 | $139,304 | $62,586+122.6% | $76,768+81.5% | $64,186+117.0% |
| Participation rate | 61.2% | 72.8%-11.6pp | 77.0%-15.7pp | 69.6%-8.3pp |
| Annual return | -4.33% | -1.95%-2.4pp | 2.43%-6.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $806 | $1,832-56.0% | $2,485-67.6% | $2,381-66.1% |
| Participant deferral / active EE | $2,010 | $3,145-36.1% | $3,852-47.8% | $3,470-42.1% |
| Admin fee / account holder | $5,870 | $4,667+25.8% | $6,675-12.1% | $4,888+20.1% |