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 | $204,583 | $49,280+315.1% | $67,313+203.9% | $64,186+218.7% |
| Participation rate | 52.0% | 60.8%-8.8pp | 69.1%-17.1pp | 69.6%-17.6pp |
| Annual return | -6.39% | -1.39%-5.0pp | -4.08%-2.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $3,511 | $1,668+110.4% | $2,566+36.8% | $2,381+47.5% |
| Participant deferral / active EE | $3,511 | $2,484+41.3% | $3,568-1.6% | $3,470+1.2% |
| Admin fee / account holder | $1,554 | $3,863-59.8% | $4,507-65.5% | $4,888-68.2% |