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 | $66,337 | $52,903+25.4% | $73,307-9.5% | $59,632+11.2% |
| Participation rate | 65.0% | 68.2%-3.2pp | 74.9%-9.9pp | 68.7%-3.7pp |
| Annual return | -1.50% | 12.20%-13.7pp | 5.67%-7.2pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $1,191 | $1,909-37.6% | $3,237-63.2% | $2,203-45.9% |
| Participant deferral / active EE | $3,279 | $4,069-19.4% | $4,991-34.3% | $3,192+2.7% |
| Admin fee / account holder | $514 | $3,834-86.6% | $5,637-90.9% | $4,297-88.0% |