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 | $130,939 | $61,660+112.4% | $80,019+63.6% | $64,186+104.0% |
| Participation rate | 57.1% | 71.7%-14.5pp | 75.8%-18.7pp | 69.6%-12.4pp |
| Annual return | -1.22% | -0.33%-0.9pp | 11.22%-12.4pp | 7.63%-8.9pp |
| Employer contribution / active EE | $1,490 | $1,810-17.7% | $2,468-39.6% | $2,381-37.4% |
| Participant deferral / active EE | $1,846 | $2,968-37.8% | $3,686-49.9% | $3,470-46.8% |
| Admin fee / account holder | $23,514 | $5,417+334.1% | $6,521+260.6% | $4,888+381.1% |