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 | $212,885 | $53,162+300.4% | $91,220+133.4% | $68,494+210.8% |
| Participation rate | 66.1% | 63.2%+2.9pp | 73.2%-7.1pp | 67.9%-1.8pp |
| Annual return | -18.10% | -3.14%-15.0pp | 114.01%-132.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $3,073 | $1,709+79.8% | $2,850+7.8% | $2,596+18.4% |
| Participant deferral / active EE | $6,888 | $2,974+131.6% | $4,234+62.7% | $4,027+71.0% |
| Admin fee / account holder | $10,881 | $4,493+142.1% | $5,420+100.8% | $5,403+101.4% |