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 | $120,322 | $46,674+157.8% | $117,472+2.4% | $68,494+75.7% |
| Participation rate | 50.8% | 56.8%-6.0pp | 70.6%-19.8pp | 67.9%-17.1pp |
| Annual return | -15.20% | -14.52%-0.7pp | 29.74%-44.9pp | -7.84%-7.4pp |
| Employer contribution / active EE | $3,018 | $1,505+100.6% | $4,176-27.7% | $2,596+16.2% |
| Participant deferral / active EE | $5,174 | $2,636+96.3% | $4,070+27.1% | $4,027+28.5% |
| Admin fee / account holder | $8,115 | $4,020+101.9% | $5,645+43.8% | $5,403+50.2% |