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 | $107,487 | $61,660+74.3% | $80,019+34.3% | $64,186+67.5% |
| Participation rate | 61.4% | 71.7%-10.2pp | 75.8%-14.4pp | 69.6%-8.1pp |
| Annual return | -6.26% | -0.33%-5.9pp | 11.22%-17.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,876 | $1,810+3.6% | $2,468-24.0% | $2,381-21.2% |
| Participant deferral / active EE | $3,755 | $2,968+26.5% | $3,686+1.9% | $3,470+8.2% |
| Admin fee / account holder | $26,470 | $5,417+388.6% | $6,521+305.9% | $4,888+441.5% |