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 | $149,051 | $50,958+192.5% | $74,550+99.9% | $64,186+132.2% |
| Participation rate | 53.3% | 61.1%-7.7pp | 69.1%-15.8pp | 69.6%-16.2pp |
| Annual return | -5.55% | -1.86%-3.7pp | 32.53%-38.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,890 | $1,115+69.4% | $1,961-3.6% | $2,381-20.6% |
| Participant deferral / active EE | $4,506 | $2,301+95.8% | $3,108+45.0% | $3,470+29.9% |
| Admin fee / account holder | $26,406 | $4,223+525.3% | $5,060+421.9% | $4,888+440.2% |