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 | $86,596 | $72,404+19.6% | $110,238-21.4% | $64,186+34.9% |
| Participation rate | 54.4% | 73.3%-19.0pp | 79.8%-25.4pp | 69.6%-15.2pp |
| Annual return | 7.61% | -6.29%+13.9pp | 314.74%-307.1pp | 7.63%0pp |
| Employer contribution / active EE | $1,405 | $2,282-38.4% | $3,826-63.3% | $2,381-41.0% |
| Participant deferral / active EE | $3,791 | $3,469+9.3% | $4,672-18.8% | $3,470+9.3% |
| Admin fee / account holder | $4,676 | $5,664-17.5% | $8,547-45.3% | $4,888-4.3% |