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 | $174,076 | $42,383+310.7% | $76,523+127.5% | $64,186+171.2% |
| Participation rate | 68.8% | 58.1%+10.6pp | 68.0%+0.8pp | 69.6%-0.8pp |
| Annual return | -2.98% | -16.54%+13.6pp | -0.27%-2.7pp | 7.63%-10.6pp |
| Employer contribution / active EE | $844 | $1,563-46.0% | $2,647-68.1% | $2,381-64.5% |
| Participant deferral / active EE | $3,275 | $2,566+27.6% | $3,835-14.6% | $3,470-5.6% |
| Admin fee / account holder | $44,336 | $3,198+1286.4% | $4,848+814.5% | $4,888+807.0% |