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 | $116,046 | $76,401+51.9% | $106,387+9.1% | $64,186+80.8% |
| Participation rate | 65.5% | 73.5%-8.1pp | 77.5%-12.0pp | 69.6%-4.1pp |
| Annual return | -3.64% | -2.19%-1.4pp | 0.25%-3.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $2,227 | $2,680-16.9% | $3,520-36.7% | $2,381-6.4% |
| Participant deferral / active EE | $4,476 | $4,274+4.7% | $5,421-17.4% | $3,470+29.0% |
| Admin fee / account holder | $18,061 | $4,610+291.8% | $7,510+140.5% | $4,888+269.5% |