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 | $172,948 | $81,900+111.2% | $119,609+44.6% | $68,494+152.5% |
| Participation rate | 65.7% | 71.9%-6.2pp | 79.3%-13.5pp | 67.9%-2.2pp |
| Annual return | -14.35% | -23.82%+9.5pp | -14.97%+0.6pp | -7.84%-6.5pp |
| Employer contribution / active EE | $4,509 | $2,693+67.4% | $4,232+6.5% | $2,596+73.7% |
| Participant deferral / active EE | $8,252 | $4,148+98.9% | $5,602+47.3% | $4,027+104.9% |
| Admin fee / account holder | $3,696 | $6,582-43.8% | $10,323-64.2% | $5,403-31.6% |