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 | $106,794 | $62,586+70.6% | $76,768+39.1% | $64,186+66.4% |
| Participation rate | 45.5% | 72.8%-27.4pp | 77.0%-31.5pp | 69.6%-24.1pp |
| Annual return | -5.50% | -1.95%-3.6pp | 2.43%-7.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,239 | $1,832-32.4% | $2,485-50.2% | $2,381-48.0% |
| Participant deferral / active EE | $3,103 | $3,145-1.3% | $3,852-19.4% | $3,470-10.6% |
| Admin fee / account holder | $9,648 | $4,667+106.7% | $6,675+44.5% | $4,888+97.4% |