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 | $135,951 | $81,900+66.0% | $119,609+13.7% | $68,494+98.5% |
| Participation rate | 57.1% | 71.9%-14.7pp | 79.3%-22.1pp | 67.9%-10.7pp |
| Annual return | -17.14% | -23.82%+6.7pp | -14.97%-2.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,182 | $2,693-19.0% | $4,232-48.4% | $2,596-15.9% |
| Participant deferral / active EE | $3,349 | $4,148-19.3% | $5,602-40.2% | $4,027-16.9% |
| Admin fee / account holder | $859 | $6,582-86.9% | $10,323-91.7% | $5,403-84.1% |