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 | $128,657 | $59,805+115.1% | $79,550+61.7% | $68,494+87.8% |
| Participation rate | 63.2% | 61.1%+2.2pp | 69.5%-6.3pp | 67.9%-4.7pp |
| Annual return | -16.66% | -12.30%-4.4pp | 0.16%-16.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,795 | $1,505+19.3% | $2,413-25.6% | $2,596-30.9% |
| Participant deferral / active EE | $5,399 | $3,024+78.5% | $3,985+35.5% | $4,027+34.1% |
| Admin fee / account holder | $2,857 | $4,835-40.9% | $6,832-58.2% | $5,403-47.1% |