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 | $135,423 | $64,707+109.3% | $112,228+20.7% | $68,494+97.7% |
| Participation rate | 67.6% | 67.2%+0.5pp | 75.1%-7.4pp | 67.9%-0.2pp |
| Annual return | -19.26% | -11.40%-7.9pp | 27.45%-46.7pp | -7.84%-11.4pp |
| Employer contribution / active EE | $6,631 | $2,746+141.5% | $3,635+82.4% | $2,596+155.4% |
| Participant deferral / active EE | $7,528 | $3,565+111.2% | $4,728+59.2% | $4,027+86.9% |
| Admin fee / account holder | $20,359 | $5,232+289.1% | $6,410+217.6% | $5,403+276.8% |