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 | $84,856 | $59,805+41.9% | $79,550+6.7% | $68,494+23.9% |
| Participation rate | 69.8% | 61.1%+8.8pp | 69.5%+0.4pp | 67.9%+2.0pp |
| Annual return | -17.24% | -12.30%-4.9pp | 0.16%-17.4pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,132 | $1,505+41.7% | $2,413-11.6% | $2,596-17.9% |
| Participant deferral / active EE | $3,693 | $3,024+22.1% | $3,985-7.3% | $4,027-8.3% |
| Admin fee / account holder | $1,075 | $4,835-77.8% | $6,832-84.3% | $5,403-80.1% |