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 | $214,937 | $81,900+162.4% | $119,609+79.7% | $68,494+213.8% |
| Participation rate | 66.7% | 71.9%-5.2pp | 79.3%-12.6pp | 67.9%-1.2pp |
| Annual return | -13.85% | -23.82%+10.0pp | -14.97%+1.1pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,708 | $2,693-36.6% | $4,232-59.6% | $2,596-34.2% |
| Participant deferral / active EE | $5,132 | $4,148+23.7% | $5,602-8.4% | $4,027+27.4% |
| Admin fee / account holder | $10,732 | $6,582+63.1% | $10,323+4.0% | $5,403+98.6% |