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 | $86,667 | $49,177+76.2% | $79,464+9.1% | $64,186+35.0% |
| Participation rate | 34.0% | 65.0%-31.1pp | 73.3%-39.4pp | 69.6%-35.6pp |
| Annual return | 6.87% | -1.16%+8.0pp | 718.14%-711.3pp | 7.63%-0.8pp |
| Employer contribution / active EE | $1,049 | $2,076-49.5% | $2,800-62.6% | $2,381-56.0% |
| Participant deferral / active EE | $2,076 | $2,821-26.4% | $3,704-44.0% | $3,470-40.2% |
| Admin fee / account holder | $5,000 | $3,839+30.2% | $5,113-2.2% | $4,888+2.3% |