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 | $175,444 | $71,883+144.1% | $86,677+102.4% | $68,494+156.1% |
| Participation rate | 69.0% | 72.2%-3.2pp | 76.6%-7.5pp | 67.9%+1.2pp |
| Annual return | -15.45% | 3.52%-19.0pp | 35.91%-51.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,908 | $2,173-12.2% | $2,836-32.7% | $2,596-26.5% |
| Participant deferral / active EE | $6,055 | $3,779+60.2% | $4,656+30.1% | $4,027+50.4% |
| Admin fee / account holder | $16,186 | $6,112+164.8% | $7,493+116.0% | $5,403+199.6% |