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 | $93,758 | $27,641+239.2% | $61,373+52.8% | $68,494+36.9% |
| Participation rate | 66.7% | 39.5%+27.2pp | 52.6%+14.1pp | 67.9%-1.2pp |
| Annual return | -16.26% | -13.24%-3.0pp | 338.61%-354.9pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,826 | $695+162.5% | $1,159+57.5% | $2,596-29.7% |
| Participant deferral / active EE | $2,707 | $1,263+114.3% | $2,125+27.4% | $4,027-32.8% |
| Admin fee / account holder | $4,255 | $2,010+111.7% | $2,130+99.8% | $5,403-21.3% |