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 | $135,981 | $59,805+127.4% | $79,550+70.9% | $68,494+98.5% |
| Participation rate | 52.9% | 61.1%-8.1pp | 69.5%-16.5pp | 67.9%-14.9pp |
| Annual return | -12.69% | -12.30%-0.4pp | 0.16%-12.9pp | -7.84%-4.8pp |
| Employer contribution / active EE | $2,062 | $1,505+37.0% | $2,413-14.6% | $2,596-20.6% |
| Participant deferral / active EE | $4,663 | $3,024+54.2% | $3,985+17.0% | $4,027+15.8% |
| Admin fee / account holder | $19,217 | $4,835+297.5% | $6,832+181.3% | $5,403+255.7% |