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 | $182,984 | $64,707+182.8% | $112,228+63.0% | $68,494+167.2% |
| Participation rate | 68.6% | 67.2%+1.4pp | 75.1%-6.5pp | 67.9%+0.7pp |
| Annual return | -15.87% | -11.40%-4.5pp | 27.45%-43.3pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,616 | $2,746-4.7% | $3,635-28.0% | $2,596+0.7% |
| Participant deferral / active EE | $6,442 | $3,565+80.7% | $4,728+36.3% | $4,027+60.0% |
| Admin fee / account holder | $10,641 | $5,232+103.4% | $6,410+66.0% | $5,403+97.0% |