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 | $98,350 | $48,076+104.6% | $78,689+25.0% | $62,891+56.4% |
| Participation rate | 59.3% | 65.2%-5.9pp | 73.6%-14.3pp | 69.3%-10.0pp |
| Annual return | 6.80% | 31.35%-24.6pp | 62.18%-55.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,178 | $2,015+8.1% | $2,851-23.6% | $2,281-4.5% |
| Participant deferral / active EE | $3,558 | $2,588+37.5% | $3,517+1.2% | $3,203+11.1% |
| Admin fee / account holder | $19,918 | $3,207+521.0% | $4,510+341.6% | $4,296+363.7% |