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 | $188,607 | $91,911+105.2% | $68,793+174.2% | $135,375+39.3% |
| Participation rate | 61.1% | 76.7%-15.6pp | 72.2%-11.1pp | 82.6%-21.5pp |
| Annual return | 1.71% | -8.22%+9.9pp | -4.63%+6.3pp | 519.73%-518.0pp |
| Employer contribution / active EE | $1,376 | $3,924-64.9% | $2,625-47.6% | $4,779-71.2% |
| Participant deferral / active EE | $5,152 | $4,315+19.4% | $3,311+55.6% | $5,609-8.1% |
| Admin fee / account holder | $171,572 | $9,240+1756.7% | $5,131+3244.1% | $10,827+1484.7% |