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 4-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 | $109,455 | $61,660+77.5% | $80,019+36.8% | $64,186+70.5% |
| Participation rate | 55.0% | 71.7%-16.7pp | 75.8%-20.8pp | 69.6%-14.6pp |
| Annual return | -5.93% | -0.33%-5.6pp | 11.22%-17.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,350 | $1,810-25.4% | $2,468-45.3% | $2,381-43.3% |
| Participant deferral / active EE | $3,499 | $2,968+17.9% | $3,686-5.1% | $3,470+0.8% |
| Admin fee / account holder | $15,043 | $5,417+177.7% | $6,521+130.7% | $4,888+207.8% |