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 | $168,696 | $56,357+199.3% | $104,294+61.8% | $68,494+146.3% |
| Participation rate | 30.6% | 63.3%-32.6pp | 73.3%-42.6pp | 67.9%-37.3pp |
| Annual return | -16.14% | -9.19%-6.9pp | 24.61%-40.7pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,345 | $1,960-31.4% | $3,372-60.1% | $2,596-48.2% |
| Participant deferral / active EE | $3,376 | $3,077+9.7% | $4,625-27.0% | $4,027-16.2% |
| Admin fee / account holder | $17,795 | $4,903+263.0% | $7,339+142.5% | $5,403+229.4% |