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 | $85,786 | $59,805+43.4% | $79,550+7.8% | $68,494+25.2% |
| Participation rate | 67.9% | 61.1%+6.8pp | 69.5%-1.6pp | 67.9%0pp |
| Annual return | -17.54% | -12.30%-5.2pp | 0.16%-17.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,970 | $1,505+30.9% | $2,413-18.4% | $2,596-24.1% |
| Participant deferral / active EE | $4,230 | $3,024+39.9% | $3,985+6.1% | $4,027+5.0% |
| Admin fee / account holder | $1,195 | $4,835-75.3% | $6,832-82.5% | $5,403-77.9% |