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 | $122,400 | $52,836+131.7% | $105,738+15.8% | $64,186+90.7% |
| Participation rate | 46.4% | 66.5%-20.1pp | 76.3%-29.9pp | 69.6%-23.1pp |
| Annual return | -4.42% | 14.30%-18.7pp | 6.27%-10.7pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,516 | $1,827-17.0% | $3,268-53.6% | $2,381-36.3% |
| Participant deferral / active EE | $3,129 | $2,545+22.9% | $4,080-23.3% | $3,470-9.8% |
| Admin fee / account holder | $3,611 | $3,959-8.8% | $6,913-47.8% | $4,888-26.1% |