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 | $87,936 | $62,586+40.5% | $76,768+14.5% | $64,186+37.0% |
| Participation rate | 43.1% | 72.8%-29.7pp | 77.0%-33.9pp | 69.6%-26.5pp |
| Annual return | -5.51% | -1.95%-3.6pp | 2.43%-7.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $816 | $1,832-55.5% | $2,485-67.2% | $2,381-65.7% |
| Participant deferral / active EE | $2,396 | $3,145-23.8% | $3,852-37.8% | $3,470-30.9% |
| Admin fee / account holder | $976 | $4,667-79.1% | $6,675-85.4% | $4,888-80.0% |