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 | $154,896 | $62,586+147.5% | $76,768+101.8% | $64,186+141.3% |
| Participation rate | 69.4% | 72.8%-3.4pp | 77.0%-7.5pp | 69.6%-0.1pp |
| Annual return | -4.54% | -1.95%-2.6pp | 2.43%-7.0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,747 | $1,832-4.6% | $2,485-29.7% | $2,381-26.6% |
| Participant deferral / active EE | $4,312 | $3,145+37.1% | $3,852+12.0% | $3,470+24.3% |
| Admin fee / account holder | $9,478 | $4,667+103.1% | $6,675+42.0% | $4,888+93.9% |