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 | $182,992 | $99,032+84.8% | $80,019+128.7% | $135,375+35.2% |
| Participation rate | 17.4% | 78.4%-61.0pp | 75.8%-58.4pp | 82.6%-65.2pp |
| Annual return | -2.15% | 15.39%-17.5pp | 11.22%-13.4pp | 519.73%-521.9pp |
| Employer contribution / active EE | $1,030 | $3,043-66.1% | $2,468-58.3% | $4,779-78.4% |
| Participant deferral / active EE | $2,637 | $4,282-38.4% | $3,686-28.5% | $5,609-53.0% |
| Admin fee / account holder | $433 | $10,436-95.9% | $6,521-93.4% | $10,827-96.0% |