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 | $154,444 | $25,979+494.5% | $71,735+115.3% | $68,494+125.5% |
| Participation rate | 64.8% | 54.5%+10.3pp | 62.3%+2.5pp | 67.9%-3.1pp |
| Annual return | -13.12% | -15.10%+2.0pp | 9.14%-22.3pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,960 | $900+117.7% | $1,704+15.0% | $2,596-24.5% |
| Participant deferral / active EE | $4,155 | $1,522+172.9% | $2,658+56.3% | $4,027+3.2% |
| Admin fee / account holder | $3,824 | $2,022+89.2% | $3,974-3.8% | $5,403-29.2% |