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 | $101,800 | $50,958+99.8% | $74,550+36.6% | $64,186+58.6% |
| Participation rate | 43.1% | 61.1%-18.0pp | 69.1%-26.1pp | 69.6%-26.5pp |
| Annual return | -5.97% | -1.86%-4.1pp | 32.53%-38.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,347 | $1,115+20.7% | $1,961-31.3% | $2,381-43.4% |
| Participant deferral / active EE | $2,942 | $2,301+27.8% | $3,108-5.3% | $3,470-15.2% |
| Admin fee / account holder | $1,156 | $4,223-72.6% | $5,060-77.2% | $4,888-76.3% |