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 | $140,022 | $86,699+61.5% | $73,307+91.0% | $125,391+11.7% |
| Participation rate | 66.7% | 78.6%-12.0pp | 74.9%-8.2pp | 83.2%-16.5pp |
| Annual return | -1.17% | 2.78%-4.0pp | 5.67%-6.8pp | 282.22%-283.4pp |
| Employer contribution / active EE | $1,877 | $4,152-54.8% | $3,237-42.0% | $4,866-61.4% |
| Participant deferral / active EE | $3,598 | $5,550-35.2% | $4,991-27.9% | $5,352-32.8% |
| Admin fee / account holder | $1,390 | $7,771-82.1% | $5,637-75.3% | $9,540-85.4% |