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 | $100,148 | $58,577+71.0% | $83,333+20.2% | $64,186+56.0% |
| Participation rate | 60.8% | 72.0%-11.3pp | 77.8%-17.0pp | 69.6%-8.8pp |
| Annual return | -5.27% | 9.65%-14.9pp | 10.63%-15.9pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,356 | $4,654-27.9% | $5,565-39.7% | $3,470-3.3% |
| Admin fee / account holder | $7,695 | $9,275-17.0% | $7,510+2.5% | $4,888+57.4% |