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 | $48,198 | $62,586-23.0% | $76,768-37.2% | $64,186-24.9% |
| Participation rate | 40.5% | 72.8%-32.3pp | 77.0%-36.4pp | 69.6%-29.0pp |
| Annual return | 1.62% | -1.95%+3.6pp | 2.43%-0.8pp | 7.63%-6.0pp |
| Employer contribution / active EE | $2,053 | $1,832+12.1% | $2,485-17.4% | $2,381-13.8% |
| Participant deferral / active EE | $3,732 | $3,145+18.7% | $3,852-3.1% | $3,470+7.6% |
| Admin fee / account holder | $55,870 | $4,667+1097.2% | $6,675+737.0% | $4,888+1043.0% |