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 | $129,567 | $71,883+80.2% | $86,677+49.5% | $68,494+89.2% |
| Participation rate | 63.0% | 72.2%-9.3pp | 76.6%-13.6pp | 67.9%-4.9pp |
| Annual return | -14.54% | 3.52%-18.1pp | 35.91%-50.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $3,115 | $2,173+43.3% | $2,836+9.8% | $2,596+20.0% |
| Participant deferral / active EE | $4,831 | $3,779+27.8% | $4,656+3.8% | $4,027+20.0% |
| Admin fee / account holder | $47,263 | $6,112+673.3% | $7,493+530.7% | $5,403+774.8% |