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 | $86,757 | $62,586+38.6% | $76,768+13.0% | $64,186+35.2% |
| Participation rate | 62.3% | 72.8%-10.6pp | 77.0%-14.7pp | 69.6%-7.3pp |
| Annual return | -5.62% | -1.95%-3.7pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,448 | $1,832-21.0% | $2,485-41.7% | $2,381-39.2% |
| Participant deferral / active EE | $2,346 | $3,145-25.4% | $3,852-39.1% | $3,470-32.4% |
| Admin fee / account holder | $8,468 | $4,667+81.4% | $6,675+26.9% | $4,888+73.2% |