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 | $76,478 | $54,350+40.7% | $82,719-7.5% | $68,494+11.7% |
| Participation rate | 67.6% | 63.9%+3.7pp | 72.6%-4.9pp | 67.9%-0.2pp |
| Annual return | -17.00% | -13.67%-3.3pp | 701.18%-718.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,969 | $2,218-11.2% | $3,009-34.6% | $2,596-24.2% |
| Participant deferral / active EE | $3,503 | $3,246+7.9% | $4,395-20.3% | $4,027-13.0% |
| Admin fee / account holder | $9,716 | $4,395+121.0% | $5,329+82.3% | $5,403+79.8% |