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 | $203,809 | $72,404+181.5% | $110,238+84.9% | $64,186+217.5% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-2.9pp |
| Annual return | 0.92% | -6.29%+7.2pp | 314.74%-313.8pp | 7.63%-6.7pp |
| Employer contribution / active EE | $1,741 | $2,282-23.7% | $3,826-54.5% | $2,381-26.9% |
| Participant deferral / active EE | $7,416 | $3,469+113.8% | $4,672+58.7% | $3,470+113.7% |
| Admin fee / account holder | $2,971 | $5,664-47.5% | $8,547-65.2% | $4,888-39.2% |