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 7-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 | $200,253 | $48,265+314.9% | $68,791+191.1% | $68,494+192.4% |
| Participation rate | 68.5% | 60.7%+7.8pp | 69.0%-0.5pp | 67.9%+0.6pp |
| Annual return | -19.51% | -12.71%-6.8pp | -6.38%-13.1pp | -7.84%-11.7pp |
| Employer contribution / active EE | $5,337 | $1,829+191.9% | $2,655+101.0% | $2,596+105.6% |
| Participant deferral / active EE | $10,743 | $2,867+274.8% | $3,941+172.6% | $4,027+166.8% |
| Admin fee / account holder | $18,386 | $4,355+322.1% | $4,932+272.8% | $5,403+240.3% |