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 | $113,546 | $73,004+55.5% | $90,749+25.1% | $68,494+65.8% |
| Participation rate | 59.5% | 70.8%-11.4pp | 75.7%-16.2pp | 67.9%-8.4pp |
| Annual return | -18.12% | -13.81%-4.3pp | -12.16%-6.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,565 | $2,193-28.6% | $2,921-46.4% | $2,596-39.7% |
| Participant deferral / active EE | $4,173 | $3,627+15.1% | $4,564-8.6% | $4,027+3.6% |
| Admin fee / account holder | $2,094 | $5,896-64.5% | $8,445-75.2% | $5,403-61.2% |