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 | $67,229 | $77,813-13.6% | $123,544-45.6% | $64,186+4.7% |
| Participation rate | 61.8% | 74.7%-12.9pp | 82.3%-20.5pp | 69.6%-7.8pp |
| Annual return | -1.77% | 12.48%-14.3pp | 119.20%-121.0pp | 7.63%-9.4pp |
| Employer contribution / active EE | $997 | $3,014-66.9% | $4,628-78.4% | $2,381-58.1% |
| Participant deferral / active EE | $5,423 | $5,240+3.5% | $6,426-15.6% | $3,470+56.3% |
| Admin fee / account holder | $2,643 | $5,519-52.1% | $9,284-71.5% | $4,888-45.9% |