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 | $160,875 | $62,586+157.0% | $76,768+109.6% | $64,186+150.6% |
| Participation rate | 25.0% | 72.8%-47.8pp | 77.0%-52.0pp | 69.6%-44.6pp |
| Annual return | -7.08% | -1.95%-5.1pp | 2.43%-9.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,064 | $1,832-41.9% | $2,485-57.2% | $2,381-55.3% |
| Participant deferral / active EE | $1,670 | $3,145-46.9% | $3,852-56.6% | $3,470-51.9% |
| Admin fee / account holder | $9,201 | $4,667+97.2% | $6,675+37.8% | $4,888+88.2% |