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 | $122,693 | $81,900+49.8% | $119,609+2.6% | $68,494+79.1% |
| Participation rate | 68.8% | 71.9%-3.1pp | 79.3%-10.5pp | 67.9%+0.9pp |
| Annual return | -16.68% | -23.82%+7.1pp | -14.97%-1.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,955 | $2,693-27.4% | $4,232-53.8% | $2,596-24.7% |
| Participant deferral / active EE | $5,904 | $4,148+42.3% | $5,602+5.4% | $4,027+46.6% |
| Admin fee / account holder | $22,636 | $6,582+243.9% | $10,323+119.3% | $5,403+319.0% |