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 | $112,253 | $84,527+32.8% | $67,711+65.8% | $125,391-10.5% |
| Participation rate | 57.1% | 74.8%-17.6pp | 67.5%-10.4pp | 83.2%-26.0pp |
| Annual return | 0.23% | 2.57%-2.3pp | 25.41%-25.2pp | 282.22%-282.0pp |
| Employer contribution / active EE | $2,490 | $3,292-24.4% | $2,559-2.7% | $4,866-48.8% |
| Participant deferral / active EE | $6,546 | $4,429+47.8% | $3,585+82.6% | $5,352+22.3% |
| Admin fee / account holder | $342 | $5,340-93.6% | $4,255-92.0% | $9,540-96.4% |