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 | $109,812 | $77,813+41.1% | $123,544-11.1% | $64,186+71.1% |
| Participation rate | 58.6% | 74.7%-16.1pp | 82.3%-23.7pp | 69.6%-11.0pp |
| Annual return | -5.47% | 12.48%-18.0pp | 119.20%-124.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $647 | $3,014-78.5% | $4,628-86.0% | $2,381-72.8% |
| Participant deferral / active EE | $5,468 | $5,240+4.3% | $6,426-14.9% | $3,470+57.6% |
| Admin fee / account holder | $2,386 | $5,519-56.8% | $9,284-74.3% | $4,888-51.2% |