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 | $159,524 | $59,107+169.9% | $86,436+84.6% | $68,494+132.9% |
| Participation rate | 68.6% | 75.2%-6.6pp | 80.3%-11.7pp | 67.9%+0.7pp |
| Annual return | -14.48% | -0.23%-14.2pp | 4394.89%-4409.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $3,166 | $2,519+25.7% | $3,769-16.0% | $2,596+21.9% |
| Participant deferral / active EE | $12,575 | $5,901+113.1% | $6,952+80.9% | $4,027+212.3% |
| Admin fee / account holder | $12,038 | $5,637+113.6% | $6,731+78.8% | $5,403+122.8% |