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 | $135,785 | $71,883+88.9% | $86,677+56.7% | $68,494+98.2% |
| Participation rate | 59.4% | 72.2%-12.9pp | 76.6%-17.2pp | 67.9%-8.5pp |
| Annual return | -18.78% | 3.52%-22.3pp | 35.91%-54.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,859 | $2,173-14.4% | $2,836-34.4% | $2,596-28.4% |
| Participant deferral / active EE | $4,749 | $3,779+25.7% | $4,656+2.0% | $4,027+17.9% |
| Admin fee / account holder | $2,087 | $6,112-65.8% | $7,493-72.1% | $5,403-61.4% |