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 | $120,777 | $59,805+102.0% | $79,550+51.8% | $68,494+76.3% |
| Participation rate | 69.8% | 61.1%+8.7pp | 69.5%+0.3pp | 67.9%+1.9pp |
| Annual return | -18.56% | -12.30%-6.3pp | 0.16%-18.7pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,399 | $1,505-7.0% | $2,413-42.0% | $2,596-46.1% |
| Participant deferral / active EE | $5,566 | $3,024+84.1% | $3,985+39.7% | $4,027+38.2% |
| Admin fee / account holder | $26,978 | $4,835+458.0% | $6,832+294.9% | $5,403+399.3% |