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 | $116,036 | $45,863+153.0% | $77,024+50.7% | $68,494+69.4% |
| Participation rate | 39.3% | 55.9%-16.6pp | 67.9%-28.6pp | 67.9%-28.6pp |
| Annual return | -15.83% | 1.72%-17.6pp | 42.32%-58.1pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,512 | $1,650-8.4% | $2,812-46.2% | $2,596-41.8% |
| Participant deferral / active EE | $4,331 | $2,962+46.2% | $4,426-2.2% | $4,027+7.5% |
| Admin fee / account holder | $8,279 | $3,041+172.3% | $5,425+52.6% | $5,403+53.2% |