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 | $174,596 | $73,867+136.4% | $143,757+21.5% | $68,494+154.9% |
| Participation rate | 58.0% | 66.7%-8.7pp | 80.3%-22.3pp | 67.9%-9.9pp |
| Annual return | -15.11% | 1.01%-16.1pp | -0.04%-15.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $2,565 | $3,184-19.4% | $4,951-48.2% | $2,596-1.2% |
| Participant deferral / active EE | $4,572 | $3,384+35.1% | $5,637-18.9% | $4,027+13.5% |
| Admin fee / account holder | $1,396 | $5,755-75.7% | $14,673-90.5% | $5,403-74.2% |