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 | $146,018 | $52,836+176.4% | $105,738+38.1% | $64,186+127.5% |
| Participation rate | 35.7% | 66.5%-30.8pp | 76.3%-40.6pp | 69.6%-33.9pp |
| Annual return | -6.79% | 14.30%-21.1pp | 6.27%-13.1pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,031 | $1,827-43.6% | $3,268-68.5% | $2,381-56.7% |
| Participant deferral / active EE | $2,739 | $2,545+7.6% | $4,080-32.9% | $3,470-21.0% |
| Admin fee / account holder | $28,880 | $3,959+629.6% | $6,913+317.8% | $4,888+490.8% |