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 | $141,114 | $71,883+96.3% | $86,677+62.8% | $68,494+106.0% |
| Participation rate | 53.4% | 72.2%-18.8pp | 76.6%-23.1pp | 67.9%-14.4pp |
| Annual return | -15.99% | 3.52%-19.5pp | 35.91%-51.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,217 | $2,173-44.0% | $2,836-57.1% | $2,596-53.1% |
| Participant deferral / active EE | $3,370 | $3,779-10.8% | $4,656-27.6% | $4,027-16.3% |
| Admin fee / account holder | $1,277 | $6,112-79.1% | $7,493-83.0% | $5,403-76.4% |