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 | $71,640 | $45,863+56.2% | $77,024-7.0% | $68,494+4.6% |
| Participation rate | 67.9% | 55.9%+11.9pp | 67.9%0pp | 67.9%0pp |
| Annual return | -17.98% | 1.72%-19.7pp | 42.32%-60.3pp | -7.84%-10.1pp |
| Employer contribution / active EE | $4,074 | $1,650+147.0% | $2,812+44.9% | $2,596+56.9% |
| Participant deferral / active EE | $8,150 | $2,962+175.1% | $4,426+84.1% | $4,027+102.4% |
| Admin fee / account holder | $590 | $3,041-80.6% | $5,425-89.1% | $5,403-89.1% |