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 | $111,111 | $42,383+162.2% | $76,523+45.2% | $64,186+73.1% |
| Participation rate | 38.5% | 58.1%-19.7pp | 68.0%-29.5pp | 69.6%-31.1pp |
| Annual return | -2.94% | -16.54%+13.6pp | -0.27%-2.7pp | 7.63%-10.6pp |
| Employer contribution / active EE | $2,166 | $1,563+38.6% | $2,647-18.2% | $2,381-9.0% |
| Participant deferral / active EE | $3,218 | $2,566+25.4% | $3,835-16.1% | $3,470-7.3% |
| Admin fee / account holder | $4,901 | $3,198+53.3% | $4,848+1.1% | $4,888+0.3% |