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 | $153,205 | $53,596+185.9% | $90,645+69.0% | $64,186+138.7% |
| Participation rate | 61.5% | 64.5%-3.0pp | 74.0%-12.5pp | 69.6%-8.0pp |
| Annual return | -5.66% | 4.41%-10.1pp | 1.88%-7.5pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,647 | $1,503+76.1% | $2,532+4.6% | $2,381+11.2% |
| Participant deferral / active EE | $5,793 | $2,459+135.6% | $3,425+69.2% | $3,470+67.0% |
| Admin fee / account holder | $7,714 | $3,868+99.4% | $4,994+54.5% | $4,888+57.8% |