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 | $90,784 | $62,586+45.1% | $76,768+18.3% | $64,186+41.4% |
| Participation rate | 59.5% | 72.8%-13.4pp | 77.0%-17.5pp | 69.6%-10.1pp |
| Annual return | -3.75% | -1.95%-1.8pp | 2.43%-6.2pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,236 | $1,832-32.5% | $2,485-50.3% | $2,381-48.1% |
| Participant deferral / active EE | $5,631 | $3,145+79.1% | $3,852+46.2% | $3,470+62.3% |
| Admin fee / account holder | $17,932 | $4,667+284.2% | $6,675+168.7% | $4,888+266.9% |