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 | $120,593 | $57,354+110.3% | $83,848+43.8% | $64,186+87.9% |
| Participation rate | 48.5% | 68.6%-20.1pp | 76.1%-27.7pp | 69.6%-21.1pp |
| Annual return | -6.90% | 11.38%-18.3pp | 850.88%-857.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,162 | $2,545-15.1% | $3,631-40.5% | $2,381-9.2% |
| Participant deferral / active EE | $4,306 | $2,993+43.9% | $4,082+5.5% | $3,470+24.1% |
| Admin fee / account holder | $2,929 | $4,046-27.6% | $5,478-46.5% | $4,888-40.1% |