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 | $126,506 | $61,660+105.2% | $80,019+58.1% | $64,186+97.1% |
| Participation rate | 43.6% | 71.7%-28.1pp | 75.8%-32.2pp | 69.6%-26.0pp |
| Annual return | -3.68% | -0.33%-3.4pp | 11.22%-14.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,222 | $2,968+8.6% | $3,686-12.6% | $3,470-7.1% |
| Admin fee / account holder | $7,598 | $5,417+40.3% | $6,521+16.5% | $4,888+55.4% |