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 | $130,825 | $59,805+118.8% | $79,550+64.5% | $68,494+91.0% |
| Participation rate | 60.0% | 61.1%-1.1pp | 69.5%-9.5pp | 67.9%-7.9pp |
| Annual return | -14.54% | -12.30%-2.2pp | 0.16%-14.7pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,722 | $1,505+80.9% | $2,413+12.8% | $2,596+4.8% |
| Participant deferral / active EE | $4,449 | $3,024+47.1% | $3,985+11.6% | $4,027+10.5% |
| Admin fee / account holder | $3,317 | $4,835-31.4% | $6,832-51.5% | $5,403-38.6% |