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 | $161,508 | $73,867+118.6% | $143,757+12.3% | $68,494+135.8% |
| Participation rate | 69.0% | 66.7%+2.3pp | 80.3%-11.3pp | 67.9%+1.1pp |
| Annual return | -19.10% | 1.01%-20.1pp | -0.04%-19.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,165 | $3,184-63.4% | $4,951-76.5% | $2,596-55.1% |
| Participant deferral / active EE | $2,230 | $3,384-34.1% | $5,637-60.4% | $4,027-44.6% |
| Admin fee / account holder | $4,358 | $5,755-24.3% | $14,673-70.3% | $5,403-19.3% |