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 | $88,836 | $57,354+54.9% | $83,848+5.9% | $64,186+38.4% |
| Participation rate | 46.4% | 68.6%-22.2pp | 76.1%-29.7pp | 69.6%-23.1pp |
| Annual return | -3.00% | 11.38%-14.4pp | 850.88%-853.9pp | 7.63%-10.6pp |
| Employer contribution / active EE | $2,419 | $2,545-5.0% | $3,631-33.4% | $2,381+1.6% |
| Participant deferral / active EE | $5,124 | $2,993+71.2% | $4,082+25.5% | $3,470+47.7% |
| Admin fee / account holder | $11,663 | $4,046+188.3% | $5,478+112.9% | $4,888+138.6% |