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 | $184,376 | $52,836+249.0% | $105,738+74.4% | $64,186+187.3% |
| Participation rate | 32.3% | 66.5%-34.3pp | 76.3%-44.1pp | 69.6%-37.3pp |
| Annual return | -7.40% | 14.30%-21.7pp | 6.27%-13.7pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,324 | $1,827-27.5% | $3,268-59.5% | $2,381-44.4% |
| Participant deferral / active EE | $4,517 | $2,545+77.5% | $4,080+10.7% | $3,470+30.2% |
| Admin fee / account holder | $1,145 | $3,959-71.1% | $6,913-83.4% | $4,888-76.6% |