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 | $84,051 | $62,586+34.3% | $76,768+9.5% | $64,186+31.0% |
| Participation rate | 58.1% | 72.8%-14.7pp | 77.0%-18.8pp | 69.6%-11.4pp |
| Annual return | -2.00% | -1.95%-0.1pp | 2.43%-4.4pp | 7.63%-9.6pp |
| Employer contribution / active EE | $1,195 | $1,832-34.8% | $2,485-51.9% | $2,381-49.8% |
| Participant deferral / active EE | $4,189 | $3,145+33.2% | $3,852+8.7% | $3,470+20.7% |
| Admin fee / account holder | $1,170 | $4,667-74.9% | $6,675-82.5% | $4,888-76.1% |