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 | $79,206 | $54,229+46.1% | $70,092+13.0% | $68,494+15.6% |
| Participation rate | 66.7% | 64.5%+2.2pp | 70.5%-3.8pp | 67.9%-1.2pp |
| Annual return | -14.47% | -13.87%-0.6pp | 190.73%-205.2pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,938 | $2,018-4.0% | $2,559-24.3% | $2,596-25.4% |
| Participant deferral / active EE | $5,391 | $2,956+82.4% | $3,849+40.1% | $4,027+33.9% |
| Admin fee / account holder | $2,193 | $4,694-53.3% | $6,267-65.0% | $5,403-59.4% |