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 | $77,197 | $49,177+57.0% | $79,464-2.9% | $64,186+20.3% |
| Participation rate | 62.3% | 65.0%-2.7pp | 73.3%-11.1pp | 69.6%-7.3pp |
| Annual return | -5.79% | -1.16%-4.6pp | 718.14%-723.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,374 | $2,076-33.8% | $2,800-51.0% | $2,381-42.3% |
| Participant deferral / active EE | $4,480 | $2,821+58.8% | $3,704+20.9% | $3,470+29.1% |
| Admin fee / account holder | $694 | $3,839-81.9% | $5,113-86.4% | $4,888-85.8% |