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 | $123,812 | $72,404+71.0% | $110,238+12.3% | $64,186+92.9% |
| Participation rate | 61.3% | 73.3%-12.0pp | 79.8%-18.5pp | 69.6%-8.3pp |
| Annual return | -5.14% | -6.29%+1.1pp | 314.74%-319.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $902 | $2,282-60.5% | $3,826-76.4% | $2,381-62.1% |
| Participant deferral / active EE | $3,853 | $3,469+11.1% | $4,672-17.5% | $3,470+11.1% |
| Admin fee / account holder | $11,024 | $5,664+94.6% | $8,547+29.0% | $4,888+125.5% |