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 | $147,079 | $72,404+103.1% | $110,238+33.4% | $64,186+129.1% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-2.9pp |
| Annual return | -4.12% | -6.29%+2.2pp | 314.74%-318.9pp | 7.63%-11.8pp |
| Employer contribution / active EE | $821 | $2,282-64.0% | $3,826-78.5% | $2,381-65.5% |
| Participant deferral / active EE | $4,635 | $3,469+33.6% | $4,672-0.8% | $3,470+33.6% |
| Admin fee / account holder | $4,793 | $5,664-15.4% | $8,547-43.9% | $4,888-1.9% |