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 | $101,310 | $49,177+106.0% | $79,464+27.5% | $64,186+57.8% |
| Participation rate | 54.8% | 65.0%-10.2pp | 73.3%-18.5pp | 69.6%-14.7pp |
| Annual return | -2.67% | -1.16%-1.5pp | 718.14%-720.8pp | 7.63%-10.3pp |
| Employer contribution / active EE | $2,598 | $2,076+25.1% | $2,800-7.2% | $2,381+9.1% |
| Participant deferral / active EE | $4,736 | $2,821+67.9% | $3,704+27.9% | $3,470+36.5% |
| Admin fee / account holder | $17,279 | $3,839+350.1% | $5,113+237.9% | $4,888+253.5% |