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 | $148,949 | $81,900+81.9% | $119,609+24.5% | $68,494+117.5% |
| Participation rate | 60.2% | 71.9%-11.7pp | 79.3%-19.1pp | 67.9%-7.7pp |
| Annual return | -14.28% | -23.82%+9.5pp | -14.97%+0.7pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,756 | $2,693+2.3% | $4,232-34.9% | $2,596+6.1% |
| Participant deferral / active EE | $5,683 | $4,148+37.0% | $5,602+1.4% | $4,027+41.1% |
| Admin fee / account holder | $16,571 | $6,582+151.8% | $10,323+60.5% | $5,403+206.7% |