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 | $108,805 | $59,186+83.8% | $76,768+41.7% | $56,287+93.3% |
| Participation rate | 49.5% | 75.2%-25.7pp | 77.0%-27.4pp | 69.9%-20.3pp |
| Annual return | -4.01% | 6.62%-10.6pp | 2.43%-6.4pp | -9.96%+5.9pp |
| Employer contribution / active EE | $1,833 | $1,759+4.2% | $2,485-26.3% | $2,111-13.2% |
| Participant deferral / active EE | $3,896 | $3,255+19.7% | $3,852+1.1% | $3,350+16.3% |
| Admin fee / account holder | $7,207 | $489+1373.5% | $6,675+8.0% | $521+1283.5% |