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 | $152,449 | $61,660+147.2% | $80,019+90.5% | $64,186+137.5% |
| Participation rate | 59.7% | 71.7%-12.0pp | 75.8%-16.2pp | 69.6%-9.9pp |
| Annual return | -3.94% | -0.33%-3.6pp | 11.22%-15.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,272 | $1,810-29.7% | $2,468-48.5% | $2,381-46.6% |
| Participant deferral / active EE | $4,334 | $2,968+46.0% | $3,686+17.6% | $3,470+24.9% |
| Admin fee / account holder | $21,753 | $5,417+301.6% | $6,521+233.6% | $4,888+345.0% |