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 | $157,715 | $73,004+116.0% | $90,749+73.8% | $68,494+130.3% |
| Participation rate | 67.9% | 70.8%-2.9pp | 75.7%-7.7pp | 67.9%+0.1pp |
| Annual return | -17.14% | -13.81%-3.3pp | -12.16%-5.0pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,131 | $2,193-48.4% | $2,921-61.3% | $2,596-56.5% |
| Participant deferral / active EE | $4,031 | $3,627+11.1% | $4,564-11.7% | $4,027+0.1% |
| Admin fee / account holder | $24,811 | $5,896+320.8% | $8,445+193.8% | $5,403+359.2% |