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 | $139,963 | $81,900+70.9% | $119,609+17.0% | $68,494+104.3% |
| Participation rate | 62.1% | 71.9%-9.8pp | 79.3%-17.2pp | 67.9%-5.8pp |
| Annual return | -15.44% | -23.82%+8.4pp | -14.97%-0.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $3,731 | $2,693+38.5% | $4,232-11.8% | $2,596+43.7% |
| Participant deferral / active EE | $6,484 | $4,148+56.3% | $5,602+15.7% | $4,027+61.0% |
| Admin fee / account holder | $27,433 | $6,582+316.8% | $10,323+165.7% | $5,403+407.8% |