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 | $223,466 | $62,586+257.1% | $76,768+191.1% | $64,186+248.2% |
| Participation rate | 65.0% | 72.8%-7.8pp | 77.0%-12.0pp | 69.6%-4.6pp |
| Annual return | -3.31% | -1.95%-1.4pp | 2.43%-5.7pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,262 | $1,832-31.1% | $2,485-49.2% | $2,381-47.0% |
| Participant deferral / active EE | $4,747 | $3,145+51.0% | $3,852+23.3% | $3,470+36.8% |
| Admin fee / account holder | $3,972 | $4,667-14.9% | $6,675-40.5% | $4,888-18.7% |