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 | $135,791 | $64,707+109.9% | $112,228+21.0% | $68,494+98.3% |
| Participation rate | 65.2% | 67.2%-2.0pp | 75.1%-9.9pp | 67.9%-2.7pp |
| Annual return | -11.61% | -11.40%-0.2pp | 27.45%-39.1pp | -7.84%-3.8pp |
| Employer contribution / active EE | $1,587 | $2,746-42.2% | $3,635-56.3% | $2,596-38.9% |
| Participant deferral / active EE | $3,247 | $3,565-8.9% | $4,728-31.3% | $4,027-19.4% |
| Admin fee / account holder | $17,537 | $5,232+235.2% | $6,410+173.6% | $5,403+224.6% |