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 | $107,585 | $62,586+71.9% | $76,768+40.1% | $64,186+67.6% |
| Participation rate | 69.7% | 72.8%-3.1pp | 77.0%-7.3pp | 69.6%+0.1pp |
| Annual return | -3.50% | -1.95%-1.6pp | 2.43%-5.9pp | 7.63%-11.1pp |
| Employer contribution / active EE | $2,842 | $1,832+55.1% | $2,485+14.4% | $2,381+19.4% |
| Participant deferral / active EE | $2,059 | $3,145-34.5% | $3,852-46.6% | $3,470-40.7% |
| Admin fee / account holder | $5,615 | $4,667+20.3% | $6,675-15.9% | $4,888+14.9% |