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 | $89,945 | $62,586+43.7% | $76,768+17.2% | $64,186+40.1% |
| Participation rate | 59.0% | 72.8%-13.8pp | 77.0%-18.0pp | 69.6%-10.6pp |
| Annual return | -4.95% | -1.95%-3.0pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $506 | $1,832-72.4% | $2,485-79.6% | $2,381-78.8% |
| Participant deferral / active EE | $2,911 | $3,145-7.4% | $3,852-24.4% | $3,470-16.1% |
| Admin fee / account holder | $3,226 | $4,667-30.9% | $6,675-51.7% | $4,888-34.0% |