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 | $148,535 | $81,900+81.4% | $119,609+24.2% | $68,494+116.9% |
| Participation rate | 52.9% | 71.9%-19.0pp | 79.3%-26.3pp | 67.9%-14.9pp |
| Annual return | -12.43% | -23.82%+11.4pp | -14.97%+2.5pp | -7.84%-4.6pp |
| Employer contribution / active EE | $2,272 | $2,693-15.6% | $4,232-46.3% | $2,596-12.5% |
| Participant deferral / active EE | $4,396 | $4,148+6.0% | $5,602-21.5% | $4,027+9.2% |
| Admin fee / account holder | $12,563 | $6,582+90.9% | $10,323+21.7% | $5,403+132.5% |