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 | $154,132 | $58,577+163.1% | $83,333+85.0% | $64,186+140.1% |
| Participation rate | 46.2% | 72.0%-25.9pp | 77.8%-31.6pp | 69.6%-23.4pp |
| Annual return | -7.03% | 9.65%-16.7pp | 10.63%-17.7pp | 7.63%-14.7pp |
| Employer contribution / active EE | $5,195 | $2,098+147.6% | $3,379+53.8% | $2,381+118.2% |
| Participant deferral / active EE | $5,528 | $4,654+18.8% | $5,565-0.7% | $3,470+59.3% |
| Admin fee / account holder | $110,789 | $9,275+1094.4% | $7,510+1375.2% | $4,888+2166.5% |