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 | $126,648 | $49,177+157.5% | $79,464+59.4% | $64,186+97.3% |
| Participation rate | 63.5% | 65.0%-1.6pp | 73.3%-9.9pp | 69.6%-6.1pp |
| Annual return | -3.12% | -1.16%-2.0pp | 718.14%-721.3pp | 7.63%-10.8pp |
| Employer contribution / active EE | $877 | $2,076-57.8% | $2,800-68.7% | $2,381-63.2% |
| Participant deferral / active EE | $3,105 | $2,821+10.1% | $3,704-16.2% | $3,470-10.5% |
| Admin fee / account holder | $19,871 | $3,839+417.6% | $5,113+288.6% | $4,888+306.5% |