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 | $130,136 | $58,577+122.2% | $83,333+56.2% | $64,186+102.7% |
| Participation rate | 36.8% | 72.0%-35.2pp | 77.8%-40.9pp | 69.6%-32.7pp |
| Annual return | -3.25% | 9.65%-12.9pp | 10.63%-13.9pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,594 | $2,098-24.1% | $3,379-52.8% | $2,381-33.1% |
| Participant deferral / active EE | $3,296 | $4,654-29.2% | $5,565-40.8% | $3,470-5.0% |
| Admin fee / account holder | $13,216 | $9,275+42.5% | $7,510+76.0% | $4,888+170.4% |