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 | $124,734 | $46,674+167.2% | $117,472+6.2% | $68,494+82.1% |
| Participation rate | 65.9% | 56.8%+9.1pp | 70.6%-4.7pp | 67.9%-2.0pp |
| Annual return | -16.19% | -14.52%-1.7pp | 29.74%-45.9pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,694 | $1,505+12.6% | $4,176-59.4% | $2,596-34.8% |
| Participant deferral / active EE | $4,443 | $2,636+68.5% | $4,070+9.1% | $4,027+10.3% |
| Admin fee / account holder | $1,875 | $4,020-53.4% | $5,645-66.8% | $5,403-65.3% |