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 | $132,666 | $95,193+39.4% | $76,523+73.4% | $135,375-2.0% |
| Participation rate | 45.5% | 74.4%-28.9pp | 68.0%-22.5pp | 82.6%-37.2pp |
| Annual return | -0.85% | 4.85%-5.7pp | -0.27%-0.6pp | 519.73%-520.6pp |
| Employer contribution / active EE | $625 | $3,302-81.1% | $2,647-76.4% | $4,779-86.9% |
| Participant deferral / active EE | $1,219 | $4,639-73.7% | $3,835-68.2% | $5,609-78.3% |
| Admin fee / account holder | $1,000 | $6,249-84.0% | $4,848-79.4% | $10,827-90.8% |