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 | $102,876 | $42,383+142.7% | $76,523+34.4% | $64,186+60.3% |
| Participation rate | 53.3% | 58.1%-4.8pp | 68.0%-14.7pp | 69.6%-16.2pp |
| Annual return | -4.93% | -16.54%+11.6pp | -0.27%-4.7pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,493 | $1,563-4.5% | $2,647-43.6% | $2,381-37.3% |
| Participant deferral / active EE | $3,769 | $2,566+46.9% | $3,835-1.7% | $3,470+8.6% |
| Admin fee / account holder | $6,199 | $3,198+93.9% | $4,848+27.9% | $4,888+26.8% |