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 | $131,464 | $32,037+310.3% | $69,182+90.0% | $62,891+109.0% |
| Participation rate | 22.2% | 43.4%-21.2pp | 55.1%-32.9pp | 69.3%-47.1pp |
| Annual return | 5.93% | 15.16%-9.2pp | -21.93%+27.9pp | 20.14%-14.2pp |
| Employer contribution / active EE | $622 | $679-8.4% | $1,206-48.4% | $2,281-72.7% |
| Participant deferral / active EE | $1,331 | $1,185+12.3% | $1,897-29.8% | $3,203-58.4% |
| Admin fee / account holder | $3,247 | $2,608+24.5% | $2,697+20.4% | $4,296-24.4% |