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 | $128,644 | $71,883+79.0% | $86,677+48.4% | $68,494+87.8% |
| Participation rate | 58.5% | 72.2%-13.7pp | 76.6%-18.1pp | 67.9%-9.4pp |
| Annual return | -16.87% | 3.52%-20.4pp | 35.91%-52.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,599 | $2,173-26.4% | $2,836-43.6% | $2,596-38.4% |
| Participant deferral / active EE | $6,610 | $3,779+74.9% | $4,656+42.0% | $4,027+64.1% |
| Admin fee / account holder | $13,192 | $6,112+115.8% | $7,493+76.0% | $5,403+144.2% |