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 | $83,363 | $64,707+28.8% | $112,228-25.7% | $68,494+21.7% |
| Participation rate | 62.5% | 67.2%-4.7pp | 75.1%-12.6pp | 67.9%-5.4pp |
| Annual return | -16.46% | -11.40%-5.1pp | 27.45%-43.9pp | -7.84%-8.6pp |
| Employer contribution / active EE | $5,642 | $2,746+105.5% | $3,635+55.2% | $2,596+117.3% |
| Participant deferral / active EE | $4,069 | $3,565+14.1% | $4,728-13.9% | $4,027+1.0% |
| Admin fee / account holder | $7,448 | $5,232+42.3% | $6,410+16.2% | $5,403+37.9% |