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 | $166,864 | $77,813+114.4% | $123,544+35.1% | $64,186+160.0% |
| Participation rate | 66.7% | 74.7%-8.0pp | 82.3%-15.6pp | 69.6%-2.9pp |
| Annual return | -5.98% | 12.48%-18.5pp | 119.20%-125.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $692 | $3,014-77.0% | $4,628-85.0% | $2,381-70.9% |
| Participant deferral / active EE | $7,548 | $5,240+44.0% | $6,426+17.5% | $3,470+117.5% |
| Admin fee / account holder | $13,230 | $5,519+139.7% | $9,284+42.5% | $4,888+170.7% |