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 | $131,916 | $61,660+113.9% | $80,019+64.9% | $64,186+105.5% |
| Participation rate | 35.7% | 71.7%-36.0pp | 75.8%-40.1pp | 69.6%-33.9pp |
| Annual return | -6.89% | -0.33%-6.6pp | 11.22%-18.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,572 | $1,810-13.2% | $2,468-36.3% | $2,381-34.0% |
| Participant deferral / active EE | $3,631 | $2,968+22.3% | $3,686-1.5% | $3,470+4.6% |
| Admin fee / account holder | $33,220 | $5,417+513.2% | $6,521+409.4% | $4,888+579.6% |