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 | $82,344 | $50,958+61.6% | $74,550+10.5% | $64,186+28.3% |
| Participation rate | 45.3% | 61.1%-15.7pp | 69.1%-23.8pp | 69.6%-24.3pp |
| Annual return | -5.00% | -1.86%-3.1pp | 32.53%-37.5pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,227 | $1,115+10.0% | $1,961-37.5% | $2,381-48.5% |
| Participant deferral / active EE | $3,662 | $2,301+59.1% | $3,108+17.8% | $3,470+5.5% |
| Admin fee / account holder | $9,564 | $4,223+126.5% | $5,060+89.0% | $4,888+95.7% |