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 | $148,559 | $53,162+179.4% | $91,220+62.9% | $68,494+116.9% |
| Participation rate | 66.1% | 63.2%+2.9pp | 73.2%-7.1pp | 67.9%-1.8pp |
| Annual return | -11.61% | -3.14%-8.5pp | 114.01%-125.6pp | -7.84%-3.8pp |
| Employer contribution / active EE | $1,512 | $1,709-11.5% | $2,850-46.9% | $2,596-41.8% |
| Participant deferral / active EE | $3,932 | $2,974+32.2% | $4,234-7.1% | $4,027-2.4% |
| Admin fee / account holder | $8,893 | $4,493+97.9% | $5,420+64.1% | $5,403+64.6% |