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 | $30,580 | $50,958-40.0% | $74,550-59.0% | $64,186-52.4% |
| Participation rate | 43.2% | 61.1%-17.8pp | 69.1%-25.9pp | 69.6%-26.3pp |
| Annual return | 2.84% | -1.86%+4.7pp | 32.53%-29.7pp | 7.63%-4.8pp |
| Employer contribution / active EE | $2,130 | $1,115+91.0% | $1,961+8.6% | $2,381-10.5% |
| Participant deferral / active EE | $2,370 | $2,301+3.0% | $3,108-23.7% | $3,470-31.7% |
| Admin fee / account holder | $16,895 | $4,223+300.1% | $5,060+233.9% | $4,888+245.6% |