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 | $75,797 | $43,327+74.9% | $59,878+26.6% | $64,186+18.1% |
| Participation rate | 48.6% | 69.2%-20.6pp | 74.7%-26.1pp | 69.6%-21.0pp |
| Annual return | -4.32% | -1.55%-2.8pp | 3.46%-7.8pp | 7.63%-11.9pp |
| Employer contribution / active EE | $3,350 | $2,028+65.2% | $2,722+23.1% | $2,381+40.7% |
| Participant deferral / active EE | $3,036 | $2,546+19.2% | $3,402-10.8% | $3,470-12.5% |
| Admin fee / account holder | $22,025 | $3,005+632.9% | $3,590+513.5% | $4,888+350.6% |