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 | $102,146 | $61,214+66.9% | $83,333+22.6% | $56,287+81.5% |
| Participation rate | 65.9% | 72.6%-6.7pp | 77.8%-11.9pp | 69.9%-4.0pp |
| Annual return | -5.20% | 0.42%-5.6pp | 10.63%-15.8pp | -9.96%+4.8pp |
| Employer contribution / active EE | $2,470 | $1,925+28.3% | $3,379-26.9% | $2,111+17.0% |
| Participant deferral / active EE | $3,155 | $5,091-38.0% | $5,565-43.3% | $3,350-5.8% |
| Admin fee / account holder | $17,126 | $512+3247.8% | $7,510+128.0% | $521+3187.5% |