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 | $126,759 | $59,805+112.0% | $79,550+59.3% | $68,494+85.1% |
| Participation rate | 37.3% | 61.1%-23.8pp | 69.5%-32.2pp | 67.9%-30.6pp |
| Annual return | -13.31% | -12.30%-1.0pp | 0.16%-13.5pp | -7.84%-5.5pp |
| Employer contribution / active EE | $2,055 | $1,505+36.5% | $2,413-14.8% | $2,596-20.9% |
| Participant deferral / active EE | $3,423 | $3,024+13.2% | $3,985-14.1% | $4,027-15.0% |
| Admin fee / account holder | $3,438 | $4,835-28.9% | $6,832-49.7% | $5,403-36.4% |