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 | $135,151 | $54,229+149.2% | $70,092+92.8% | $68,494+97.3% |
| Participation rate | 66.7% | 64.5%+2.2pp | 70.5%-3.8pp | 67.9%-1.2pp |
| Annual return | -11.38% | -13.87%+2.5pp | 190.73%-202.1pp | -7.84%-3.5pp |
| Employer contribution / active EE | $1,228 | $2,018-39.1% | $2,559-52.0% | $2,596-52.7% |
| Participant deferral / active EE | $2,729 | $2,956-7.7% | $3,849-29.1% | $4,027-32.2% |
| Admin fee / account holder | $3,163 | $4,694-32.6% | $6,267-49.5% | $5,403-41.5% |