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 | $118,436 | $54,229+118.4% | $70,092+69.0% | $68,494+72.9% |
| Participation rate | 69.1% | 64.5%+4.6pp | 70.5%-1.4pp | 67.9%+1.2pp |
| Annual return | -14.53% | -13.87%-0.7pp | 190.73%-205.3pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,558 | $2,018+26.8% | $2,5590% | $2,596-1.5% |
| Participant deferral / active EE | $4,750 | $2,956+60.7% | $3,849+23.4% | $4,027+17.9% |
| Admin fee / account holder | $21,347 | $4,694+354.8% | $6,267+240.7% | $5,403+295.1% |