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 | $62,608 | $50,464+24.1% | $75,781-17.4% | $52,331+19.6% |
| Participation rate | 40.7% | 66.8%-26.1pp | 75.8%-35.1pp | 68.1%-27.4pp |
| Annual return | -0.52% | 1.03%-1.5pp | 9.68%-10.2pp | 4.54%-5.1pp |
| Employer contribution / active EE | $6,405 | $1,988+222.1% | $3,323+92.7% | $1,882+240.4% |
| Participant deferral / active EE | $1,184 | $2,570-53.9% | $3,651-67.6% | $3,022-60.8% |
| Admin fee / account holder | $2,500 | $1,103+126.7% | $5,299-52.8% | $592+322.5% |