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 | $107,705 | $49,177+119.0% | $79,464+35.5% | $64,186+67.8% |
| Participation rate | 45.2% | 65.0%-19.8pp | 73.3%-28.1pp | 69.6%-24.3pp |
| Annual return | -3.44% | -1.16%-2.3pp | 718.14%-721.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,486 | $2,821+165.3% | $3,704+102.1% | $3,470+115.8% |
| Admin fee / account holder | $7,681 | $3,839+100.1% | $5,113+50.2% | $4,888+57.1% |