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 | $147,665 | $58,577+152.1% | $83,333+77.2% | $64,186+130.1% |
| Participation rate | 67.1% | 72.0%-4.9pp | 77.8%-10.6pp | 69.6%-2.4pp |
| Annual return | -3.27% | 9.65%-12.9pp | 10.63%-13.9pp | 7.63%-10.9pp |
| Employer contribution / active EE | $2,711 | $2,098+29.2% | $3,379-19.8% | $2,381+13.9% |
| Participant deferral / active EE | $6,995 | $4,654+50.3% | $5,565+25.7% | $3,470+101.6% |
| Admin fee / account holder | $7,135 | $9,275-23.1% | $7,510-5.0% | $4,888+46.0% |