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 | $87,415 | $48,265+81.1% | $68,791+27.1% | $68,494+27.6% |
| Participation rate | 67.9% | 60.7%+7.2pp | 69.0%-1.2pp | 67.9%0pp |
| Annual return | -15.69% | -12.71%-3.0pp | -6.38%-9.3pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,632 | $1,829-10.7% | $2,655-38.5% | $2,596-37.1% |
| Participant deferral / active EE | $3,694 | $2,867+28.9% | $3,941-6.3% | $4,027-8.3% |
| Admin fee / account holder | $1,939 | $4,355-55.5% | $4,932-60.7% | $5,403-64.1% |