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 | $140,266 | $57,354+144.6% | $83,848+67.3% | $64,186+118.5% |
| Participation rate | 68.8% | 68.6%+0.1pp | 76.1%-7.4pp | 69.6%-0.8pp |
| Annual return | -5.98% | 11.38%-17.4pp | 850.88%-856.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,918 | $2,545-24.7% | $3,631-47.2% | $2,381-19.5% |
| Participant deferral / active EE | $4,070 | $2,993+36.0% | $4,082-0.3% | $3,470+17.3% |
| Admin fee / account holder | $9,574 | $4,046+136.6% | $5,478+74.8% | $4,888+95.9% |