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 | $87,472 | $54,229+61.3% | $70,092+24.8% | $68,494+27.7% |
| Participation rate | 69.8% | 64.5%+5.3pp | 70.5%-0.7pp | 67.9%+1.9pp |
| Annual return | -14.95% | -13.87%-1.1pp | 190.73%-205.7pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,181 | $2,018+8.1% | $2,559-14.7% | $2,596-16.0% |
| Participant deferral / active EE | $6,458 | $2,956+118.5% | $3,849+67.8% | $4,027+60.4% |
| Admin fee / account holder | $4,099 | $4,694-12.7% | $6,267-34.6% | $5,403-24.1% |