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 | $146,020 | $72,404+101.7% | $110,238+32.5% | $64,186+127.5% |
| Participation rate | 64.3% | 73.3%-9.1pp | 79.8%-15.5pp | 69.6%-5.3pp |
| Annual return | -2.77% | -6.29%+3.5pp | 314.74%-317.5pp | 7.63%-10.4pp |
| Employer contribution / active EE | $1,763 | $2,282-22.7% | $3,826-53.9% | $2,381-25.9% |
| Participant deferral / active EE | $2,718 | $3,469-21.7% | $4,672-41.8% | $3,470-21.7% |
| Admin fee / account holder | $5,183 | $5,664-8.5% | $8,547-39.4% | $4,888+6.0% |