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 | $168,892 | $56,484+199.0% | $169,463-0.3% | $64,186+163.1% |
| Participation rate | 55.1% | 64.5%-9.4pp | 77.8%-22.7pp | 69.6%-14.5pp |
| Annual return | -4.29% | -1.55%-2.7pp | 1.83%-6.1pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,081 | $1,832-41.0% | $4,159-74.0% | $2,381-54.6% |
| Participant deferral / active EE | $5,192 | $3,448+50.6% | $5,277-1.6% | $3,470+49.6% |
| Admin fee / account holder | $1,049 | $4,174-74.9% | $9,109-88.5% | $4,888-78.5% |