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 | $214,237 | $64,707+231.1% | $112,228+90.9% | $68,494+212.8% |
| Participation rate | 44.4% | 67.2%-22.7pp | 75.1%-30.6pp | 67.9%-23.4pp |
| Annual return | -18.02% | -11.40%-6.6pp | 27.45%-45.5pp | -7.84%-10.2pp |
| Employer contribution / active EE | $8,231 | $2,746+199.8% | $3,635+126.5% | $2,596+217.0% |
| Participant deferral / active EE | $3,568 | $3,565+0.1% | $4,728-24.5% | $4,027-11.4% |
| Admin fee / account holder | $7,914 | $5,232+51.3% | $6,410+23.5% | $5,403+46.5% |