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 | $136,396 | $82,664+65.0% | $125,339+8.8% | $68,494+99.1% |
| Participation rate | 69.4% | 75.0%-5.7pp | 82.4%-13.0pp | 67.9%+1.5pp |
| Annual return | -12.82% | -5.97%-6.9pp | 572.05%-584.9pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,294 | $3,381-61.7% | $4,814-73.1% | $2,596-50.1% |
| Participant deferral / active EE | $4,790 | $6,110-21.6% | $7,446-35.7% | $4,027+18.9% |
| Admin fee / account holder | $8,937 | $6,275+42.4% | $10,010-10.7% | $5,403+65.4% |