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 | $118,933 | $56,484+110.6% | $169,463-29.8% | $64,186+85.3% |
| Participation rate | 16.0% | 64.5%-48.5pp | 77.8%-61.8pp | 69.6%-53.6pp |
| Annual return | -1.59% | -1.55%0pp | 1.83%-3.4pp | 7.63%-9.2pp |
| Employer contribution / active EE | $982 | $1,832-46.4% | $4,159-76.4% | $2,381-58.7% |
| Participant deferral / active EE | $1,952 | $3,448-43.4% | $5,277-63.0% | $3,470-43.7% |
| Admin fee / account holder | $4,823 | $4,174+15.5% | $9,109-47.1% | $4,888-1.3% |