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 | $149,336 | $46,674+220.0% | $117,472+27.1% | $68,494+118.0% |
| Participation rate | 52.0% | 56.8%-4.8pp | 70.6%-18.6pp | 67.9%-15.9pp |
| Annual return | -16.91% | -14.52%-2.4pp | 29.74%-46.6pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,458 | $1,505-3.1% | $4,176-65.1% | $2,596-43.8% |
| Participant deferral / active EE | $3,814 | $2,636+44.7% | $4,070-6.3% | $4,027-5.3% |
| Admin fee / account holder | $5,450 | $4,020+35.6% | $5,645-3.5% | $5,403+0.9% |