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 | $94,333 | $50,958+85.1% | $74,550+26.5% | $64,186+47.0% |
| Participation rate | 60.3% | 61.1%-0.7pp | 69.1%-8.8pp | 69.6%-9.3pp |
| Annual return | -5.17% | -1.86%-3.3pp | 32.53%-37.7pp | 7.63%-12.8pp |
| Employer contribution / active EE | $459 | $1,115-58.8% | $1,961-76.6% | $2,381-80.7% |
| Participant deferral / active EE | $5,683 | $2,301+146.9% | $3,108+82.9% | $3,470+63.8% |
| Admin fee / account holder | $6,869 | $4,223+62.7% | $5,060+35.8% | $4,888+40.5% |