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 | $72,671 | $65,703+10.6% | $94,224-22.9% | $59,632+21.9% |
| Participation rate | 40.8% | 72.1%-31.3pp | 78.8%-38.0pp | 68.7%-27.9pp |
| Annual return | 0.12% | 5.22%-5.1pp | 10.68%-10.6pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $3,061 | $2,021+51.5% | $3,587-14.6% | $2,203+39.0% |
| Participant deferral / active EE | $1,742 | $3,143-44.6% | $4,320-59.7% | $3,192-45.4% |
| Admin fee / account holder | $2,173 | $4,264-49.0% | $6,269-65.3% | $4,297-49.4% |