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 | $135,682 | $82,664+64.1% | $125,339+8.3% | $68,494+98.1% |
| Participation rate | 60.0% | 75.0%-15.0pp | 82.4%-22.4pp | 67.9%-7.9pp |
| Annual return | -10.95% | -5.97%-5.0pp | 572.05%-583.0pp | -7.84%-3.1pp |
| Employer contribution / active EE | $1,599 | $3,381-52.7% | $4,814-66.8% | $2,596-38.4% |
| Participant deferral / active EE | $6,391 | $6,110+4.6% | $7,446-14.2% | $4,027+58.7% |
| Admin fee / account holder | $2,896 | $6,275-53.9% | $10,010-71.1% | $5,403-46.4% |