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 | $168,039 | $48,265+248.2% | $68,791+144.3% | $68,494+145.3% |
| Participation rate | 68.3% | 60.7%+7.7pp | 69.0%-0.7pp | 67.9%+0.4pp |
| Annual return | -14.35% | -12.71%-1.6pp | -6.38%-8.0pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,988 | $1,829+8.7% | $2,655-25.1% | $2,596-23.4% |
| Participant deferral / active EE | $3,654 | $2,867+27.5% | $3,941-7.3% | $4,027-9.3% |
| Admin fee / account holder | $3,769 | $4,355-13.5% | $4,932-23.6% | $5,403-30.2% |