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 7-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 | $103,286 | $49,177+110.0% | $79,464+30.0% | $64,186+60.9% |
| Participation rate | 46.4% | 65.0%-18.6pp | 73.3%-26.9pp | 69.6%-23.1pp |
| Annual return | 0.59% | -1.16%+1.7pp | 718.14%-717.6pp | 7.63%-7.0pp |
| Employer contribution / active EE | $2,661 | $2,076+28.2% | $2,800-5.0% | $2,381+11.8% |
| Participant deferral / active EE | $3,319 | $2,821+17.6% | $3,704-10.4% | $3,470-4.3% |
| Admin fee / account holder | $859 | $3,839-77.6% | $5,113-83.2% | $4,888-82.4% |