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 | $128,745 | $72,404+77.8% | $110,238+16.8% | $64,186+100.6% |
| Participation rate | 57.6% | 73.3%-15.7pp | 79.8%-22.2pp | 69.6%-11.9pp |
| Annual return | 7.12% | -6.29%+13.4pp | 314.74%-307.6pp | 7.63%-0.5pp |
| Employer contribution / active EE | $2,272 | $2,282-0.4% | $3,826-40.6% | $2,381-4.6% |
| Participant deferral / active EE | $3,897 | $3,469+12.3% | $4,672-16.6% | $3,470+12.3% |
| Admin fee / account holder | $10,393 | $5,664+83.5% | $8,547+21.6% | $4,888+112.6% |