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 | $178,774 | $73,004+144.9% | $90,749+97.0% | $68,494+161.0% |
| Participation rate | 58.2% | 70.8%-12.6pp | 75.7%-17.5pp | 67.9%-9.7pp |
| Annual return | -15.12% | -13.81%-1.3pp | -12.16%-3.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $3,134 | $2,193+42.9% | $2,921+7.3% | $2,596+20.7% |
| Participant deferral / active EE | $5,809 | $3,627+60.2% | $4,564+27.3% | $4,027+44.2% |
| Admin fee / account holder | $47,171 | $5,896+700.1% | $8,445+458.6% | $5,403+773.1% |