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 | $104,330 | $72,388+44.1% | $111,392-6.3% | $64,186+62.5% |
| Participation rate | 59.3% | 70.5%-11.2pp | 78.9%-19.6pp | 69.6%-10.3pp |
| Annual return | 1.38% | -1.50%+2.9pp | -2.06%+3.4pp | 7.63%-6.2pp |
| Employer contribution / active EE | $4,352 | $3,000+45.1% | $4,328+0.6% | $2,381+82.8% |
| Participant deferral / active EE | $7,390 | $4,241+74.2% | $5,567+32.7% | $3,470+113.0% |
| Admin fee / account holder | $21,137 | $5,719+269.6% | $12,266+72.3% | $4,888+332.4% |