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 | $140,571 | $59,805+135.1% | $79,550+76.7% | $68,494+105.2% |
| Participation rate | 68.6% | 61.1%+7.6pp | 69.5%-0.9pp | 67.9%+0.7pp |
| Annual return | -6.17% | -12.30%+6.1pp | 0.16%-6.3pp | -7.84%+1.7pp |
| Employer contribution / active EE | $1,700 | $1,505+13.0% | $2,413-29.5% | $2,596-34.5% |
| Participant deferral / active EE | $6,681 | $3,024+120.9% | $3,985+67.6% | $4,027+65.9% |
| Admin fee / account holder | $10,209 | $4,835+111.2% | $6,832+49.4% | $5,403+89.0% |