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 | $119,287 | $48,265+147.1% | $68,791+73.4% | $68,494+74.2% |
| Participation rate | 67.6% | 60.7%+6.9pp | 69.0%-1.5pp | 67.9%-0.3pp |
| Annual return | -18.53% | -12.71%-5.8pp | -6.38%-12.2pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,271 | $1,829-30.5% | $2,655-52.1% | $2,596-51.0% |
| Participant deferral / active EE | $5,085 | $2,867+77.4% | $3,941+29.0% | $4,027+26.3% |
| Admin fee / account holder | $25,901 | $4,355+494.7% | $4,932+425.2% | $5,403+379.4% |