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 | $137,503 | $77,813+76.7% | $123,544+11.3% | $64,186+114.2% |
| Participation rate | 53.8% | 74.7%-20.9pp | 82.3%-28.4pp | 69.6%-15.7pp |
| Annual return | -7.82% | 12.48%-20.3pp | 119.20%-127.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,434 | $3,014-52.4% | $4,628-69.0% | $2,381-39.8% |
| Participant deferral / active EE | $2,932 | $5,240-44.0% | $6,426-54.4% | $3,470-15.5% |
| Admin fee / account holder | $2,729 | $5,519-50.6% | $9,284-70.6% | $4,888-44.2% |