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 9-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 | $102,246 | $61,660+65.8% | $80,019+27.8% | $64,186+59.3% |
| Participation rate | 41.7% | 71.7%-30.0pp | 75.8%-34.2pp | 69.6%-27.9pp |
| Annual return | -3.36% | -0.33%-3.0pp | 11.22%-14.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,206 | $1,810-33.4% | $2,468-51.1% | $2,381-49.3% |
| Participant deferral / active EE | $3,562 | $2,968+20.0% | $3,686-3.3% | $3,470+2.7% |
| Admin fee / account holder | $5,768 | $5,417+6.5% | $6,521-11.6% | $4,888+18.0% |