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 | $108,009 | $32,117+236.3% | $71,086+51.9% | $64,186+68.3% |
| Participation rate | 52.0% | 42.7%+9.3pp | 54.7%-2.7pp | 69.6%-17.6pp |
| Annual return | -4.29% | -5.57%+1.3pp | 650.59%-654.9pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,211 | $712+70.1% | $1,088+11.4% | $2,381-49.1% |
| Participant deferral / active EE | $3,227 | $1,263+155.5% | $1,874+72.2% | $3,470-7.0% |
| Admin fee / account holder | $5,663 | $2,759+105.2% | $3,082+83.7% | $4,888+15.9% |