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 | $79,157 | $43,327+82.7% | $59,878+32.2% | $64,186+23.3% |
| Participation rate | 61.5% | 69.2%-7.6pp | 74.7%-13.2pp | 69.6%-8.0pp |
| Annual return | -4.68% | -1.55%-3.1pp | 3.46%-8.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,511 | $2,028+23.8% | $2,722-7.7% | $2,381+5.5% |
| Participant deferral / active EE | $3,370 | $2,546+32.4% | $3,402-1.0% | $3,470-2.9% |
| Admin fee / account holder | $910 | $3,005-69.7% | $3,590-74.6% | $4,888-81.4% |