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 | $182,668 | $86,699+110.7% | $73,307+149.2% | $125,391+45.7% |
| Participation rate | 16.7% | 78.6%-62.0pp | 74.9%-58.2pp | 83.2%-66.5pp |
| Annual return | -1.34% | 2.78%-4.1pp | 5.67%-7.0pp | 282.22%-283.6pp |
| Employer contribution / active EE | $1,174 | $4,152-71.7% | $3,237-63.7% | $4,866-75.9% |
| Participant deferral / active EE | $2,890 | $5,550-47.9% | $4,991-42.1% | $5,352-46.0% |
| Admin fee / account holder | $6,041 | $7,771-22.3% | $5,637+7.2% | $9,540-36.7% |