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 | $160,912 | $54,350+196.1% | $82,719+94.5% | $68,494+134.9% |
| Participation rate | 61.8% | 63.9%-2.2pp | 72.6%-10.8pp | 67.9%-6.1pp |
| Annual return | -10.94% | -13.67%+2.7pp | 701.18%-712.1pp | -7.84%-3.1pp |
| Employer contribution / active EE | $674 | $2,218-69.6% | $3,009-77.6% | $2,596-74.0% |
| Participant deferral / active EE | $4,621 | $3,246+42.4% | $4,395+5.2% | $4,027+14.8% |
| Admin fee / account holder | $7,913 | $4,395+80.0% | $5,329+48.5% | $5,403+46.5% |