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 | $214,732 | $85,790+150.3% | $67,313+219.0% | $135,375+58.6% |
| Participation rate | 52.9% | 76.5%-23.5pp | 69.1%-16.1pp | 82.6%-29.7pp |
| Annual return | -3.57% | -0.54%-3.0pp | -4.08%+0.5pp | 519.73%-523.3pp |
| Employer contribution / active EE | $1,946 | $3,487-44.2% | $2,566-24.2% | $4,779-59.3% |
| Participant deferral / active EE | $3,029 | $4,651-34.9% | $3,568-15.1% | $5,609-46.0% |
| Admin fee / account holder | $6,750 | $6,392+5.6% | $4,507+49.8% | $10,827-37.7% |