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 | $98,709 | $61,660+60.1% | $80,019+23.4% | $64,186+53.8% |
| Participation rate | 57.8% | 71.7%-13.9pp | 75.8%-18.1pp | 69.6%-11.8pp |
| Annual return | -5.33% | -0.33%-5.0pp | 11.22%-16.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,276 | $1,810+25.7% | $2,468-7.8% | $2,381-4.4% |
| Participant deferral / active EE | $3,922 | $2,968+32.2% | $3,686+6.4% | $3,470+13.0% |
| Admin fee / account holder | $333 | $5,417-93.8% | $6,521-94.9% | $4,888-93.2% |