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 | $153,338 | $56,357+172.1% | $104,294+47.0% | $68,494+123.9% |
| Participation rate | 58.3% | 63.3%-4.9pp | 73.3%-14.9pp | 67.9%-9.6pp |
| Annual return | -14.77% | -9.19%-5.6pp | 24.61%-39.4pp | -7.84%-6.9pp |
| Employer contribution / active EE | $2,084 | $1,960+6.3% | $3,372-38.2% | $2,596-19.7% |
| Participant deferral / active EE | $3,412 | $3,077+10.9% | $4,625-26.2% | $4,027-15.3% |
| Admin fee / account holder | $5,230 | $4,903+6.7% | $7,339-28.7% | $5,403-3.2% |