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 | $97,083 | $54,229+79.0% | $70,092+38.5% | $68,494+41.7% |
| Participation rate | 65.6% | 64.5%+1.1pp | 70.5%-4.9pp | 67.9%-2.3pp |
| Annual return | -14.68% | -13.87%-0.8pp | 190.73%-205.4pp | -7.84%-6.8pp |
| Employer contribution / active EE | $2,478 | $2,018+22.8% | $2,559-3.2% | $2,596-4.6% |
| Participant deferral / active EE | $5,284 | $2,956+78.8% | $3,849+37.3% | $4,027+31.2% |
| Admin fee / account holder | $11,224 | $4,694+139.1% | $6,267+79.1% | $5,403+107.7% |