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 5-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 | $94,265 | $52,681+78.9% | $75,781+24.4% | $59,632+58.1% |
| Participation rate | 61.1% | 67.2%-6.1pp | 75.8%-14.7pp | 68.7%-7.6pp |
| Annual return | -1.57% | 2.95%-4.5pp | 9.68%-11.3pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,542 | $2,591+36.7% | $3,651-3.0% | $3,192+11.0% |
| Admin fee / account holder | $832 | $3,610-76.9% | $5,299-84.3% | $4,297-80.6% |