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 | $33,644 | $83,427-59.7% | $115,756-70.9% | $68,494-50.9% |
| Participation rate | 63.3% | 71.9%-8.6pp | 77.1%-13.7pp | 67.9%-4.6pp |
| Annual return | -15.94% | -10.95%-5.0pp | 143.14%-159.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $4,350 | $3,075+41.5% | $3,793+14.7% | $2,596+67.6% |
| Participant deferral / active EE | $7,137 | $5,355+33.3% | $6,254+14.1% | $4,027+77.2% |
| Admin fee / account holder | $6,924 | $5,708+21.3% | $8,124-14.8% | $5,403+28.2% |