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 | $125,349 | $71,883+74.4% | $86,677+44.6% | $68,494+83.0% |
| Participation rate | 57.7% | 72.2%-14.5pp | 76.6%-18.9pp | 67.9%-10.2pp |
| Annual return | -13.33% | 3.52%-16.9pp | 35.91%-49.2pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,103 | $2,173-49.2% | $2,836-61.1% | $2,596-57.5% |
| Participant deferral / active EE | $5,334 | $3,779+41.2% | $4,656+14.6% | $4,027+32.4% |
| Admin fee / account holder | $4,041 | $6,112-33.9% | $7,493-46.1% | $5,403-25.2% |