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 | $137,867 | $53,162+159.3% | $91,220+51.1% | $68,494+101.3% |
| Participation rate | 67.6% | 63.2%+4.4pp | 73.2%-5.5pp | 67.9%-0.2pp |
| Annual return | -17.71% | -3.14%-14.6pp | 114.01%-131.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $804 | $1,709-53.0% | $2,850-71.8% | $2,596-69.0% |
| Participant deferral / active EE | $3,354 | $2,974+12.8% | $4,234-20.8% | $4,027-16.7% |
| Admin fee / account holder | $3,573 | $4,493-20.5% | $5,420-34.1% | $5,403-33.9% |