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 | $129,436 | $54,726+136.5% | $68,793+88.2% | $64,186+101.7% |
| Participation rate | 58.3% | 68.0%-9.7pp | 72.2%-13.9pp | 69.6%-11.2pp |
| Annual return | -3.47% | -1.62%-1.9pp | -4.63%+1.2pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,254 | $1,846-32.1% | $2,625-52.2% | $2,381-47.3% |
| Participant deferral / active EE | $2,208 | $2,626-15.9% | $3,311-33.3% | $3,470-36.4% |
| Admin fee / account holder | $23,803 | $4,027+491.1% | $5,131+363.9% | $4,888+387.0% |