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 | $121,583 | $61,660+97.2% | $80,019+51.9% | $64,186+89.4% |
| Participation rate | 63.3% | 71.7%-8.4pp | 75.8%-12.5pp | 69.6%-6.2pp |
| Annual return | -3.45% | -0.33%-3.1pp | 11.22%-14.7pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,294 | $1,810-28.5% | $2,468-47.6% | $2,381-45.7% |
| Participant deferral / active EE | $3,162 | $2,968+6.5% | $3,686-14.2% | $3,470-8.9% |
| Admin fee / account holder | $2,852 | $5,417-47.4% | $6,521-56.3% | $4,888-41.7% |