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 | $214,476 | $99,032+116.6% | $80,019+168.0% | $135,375+58.4% |
| Participation rate | 37.5% | 78.4%-40.9pp | 75.8%-38.3pp | 82.6%-45.1pp |
| Annual return | -4.09% | 15.39%-19.5pp | 11.22%-15.3pp | 519.73%-523.8pp |
| Employer contribution / active EE | $1,377 | $3,043-54.7% | $2,468-44.2% | $4,779-71.2% |
| Participant deferral / active EE | $3,212 | $4,282-25.0% | $3,686-12.8% | $5,609-42.7% |
| Admin fee / account holder | $8,069 | $10,436-22.7% | $6,521+23.7% | $10,827-25.5% |