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 | $155,568 | $73,004+113.1% | $90,749+71.4% | $68,494+127.1% |
| Participation rate | 69.2% | 70.8%-1.6pp | 75.7%-6.5pp | 67.9%+1.3pp |
| Annual return | -11.57% | -13.81%+2.2pp | -12.16%+0.6pp | -7.84%-3.7pp |
| Employer contribution / active EE | $1,753 | $2,193-20.1% | $2,921-40.0% | $2,596-32.5% |
| Participant deferral / active EE | $5,114 | $3,627+41.0% | $4,564+12.0% | $4,027+27.0% |
| Admin fee / account holder | $1,222 | $5,896-79.3% | $8,445-85.5% | $5,403-77.4% |