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 | $144,101 | $53,162+171.1% | $91,220+58.0% | $68,494+110.4% |
| Participation rate | 65.0% | 63.2%+1.8pp | 73.2%-8.2pp | 67.9%-2.9pp |
| Annual return | -13.03% | -3.14%-9.9pp | 114.01%-127.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $2,893 | $1,709+69.2% | $2,850+1.5% | $2,596+11.4% |
| Participant deferral / active EE | $7,021 | $2,974+136.1% | $4,234+65.8% | $4,027+74.3% |
| Admin fee / account holder | $2,310 | $4,493-48.6% | $5,420-57.4% | $5,403-57.2% |