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 | $106,315 | $50,958+108.6% | $74,550+42.6% | $64,186+65.6% |
| Participation rate | 65.7% | 61.1%+4.7pp | 69.1%-3.4pp | 69.6%-3.9pp |
| Annual return | -5.61% | -1.86%-3.8pp | 32.53%-38.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,127 | $1,115+1.1% | $1,961-42.5% | $2,381-52.7% |
| Participant deferral / active EE | $1,952 | $2,301-15.2% | $3,108-37.2% | $3,470-43.8% |
| Admin fee / account holder | $1,178 | $4,223-72.1% | $5,060-76.7% | $4,888-75.9% |