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 | $112,469 | $50,958+120.7% | $74,550+50.9% | $64,186+75.2% |
| Participation rate | 22.8% | 61.1%-38.3pp | 69.1%-46.4pp | 69.6%-46.8pp |
| Annual return | -1.38% | -1.86%+0.5pp | 32.53%-33.9pp | 7.63%-9.0pp |
| Employer contribution / active EE | $917 | $1,115-17.8% | $1,961-53.2% | $2,381-61.5% |
| Participant deferral / active EE | $1,494 | $2,301-35.1% | $3,108-51.9% | $3,470-56.9% |
| Admin fee / account holder | $550 | $4,223-87.0% | $5,060-89.1% | $4,888-88.7% |