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 | $230,831 | $73,867+212.5% | $143,757+60.6% | $68,494+237.0% |
| Participation rate | 69.2% | 66.7%+2.6pp | 80.3%-11.1pp | 67.9%+1.3pp |
| Annual return | -17.10% | 1.01%-18.1pp | -0.04%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,523 | $3,184-20.8% | $4,951-49.0% | $2,596-2.8% |
| Participant deferral / active EE | $8,568 | $3,384+153.1% | $5,637+52.0% | $4,027+112.7% |
| Admin fee / account holder | $1,720 | $5,755-70.1% | $14,673-88.3% | $5,403-68.2% |