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 | $143,144 | $56,484+153.4% | $169,463-15.5% | $64,186+123.0% |
| Participation rate | 60.4% | 64.5%-4.1pp | 77.8%-17.4pp | 69.6%-9.2pp |
| Annual return | -5.19% | -1.55%-3.6pp | 1.83%-7.0pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,957 | $1,832+61.3% | $4,159-28.9% | $2,381+24.2% |
| Participant deferral / active EE | $6,339 | $3,448+83.9% | $5,277+20.1% | $3,470+82.7% |
| Admin fee / account holder | $28,069 | $4,174+572.4% | $9,109+208.1% | $4,888+474.2% |