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 | $109,038 | $49,280+121.3% | $67,313+62.0% | $64,186+69.9% |
| Participation rate | 58.6% | 60.8%-2.2pp | 69.1%-10.5pp | 69.6%-10.9pp |
| Annual return | 0.89% | -1.39%+2.3pp | -4.08%+5.0pp | 7.63%-6.7pp |
| Employer contribution / active EE | $3,448 | $1,668+106.7% | $2,566+34.4% | $2,381+44.8% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $868 | $3,863-77.5% | $4,507-80.7% | $4,888-82.2% |