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 | $96,085 | $43,723+119.8% | $121,196-20.7% | $64,186+49.7% |
| Participation rate | 53.2% | 58.3%-5.1pp | 71.7%-18.6pp | 69.6%-16.4pp |
| Annual return | -4.59% | 68.91%-73.5pp | 16.93%-21.5pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,768 | $1,296+36.4% | $4,022-56.0% | $2,381-25.8% |
| Participant deferral / active EE | $3,226 | $2,280+41.5% | $3,344-3.6% | $3,470-7.0% |
| Admin fee / account holder | $4,935 | $3,501+41.0% | $5,019-1.7% | $4,888+1.0% |