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 | $145,577 | $59,805+143.4% | $79,550+83.0% | $68,494+112.5% |
| Participation rate | 69.6% | 61.1%+8.5pp | 69.5%+0.1pp | 67.9%+1.7pp |
| Annual return | -17.65% | -12.30%-5.4pp | 0.16%-17.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,423 | $1,505+61.0% | $2,413+0.4% | $2,596-6.7% |
| Participant deferral / active EE | $6,146 | $3,024+103.2% | $3,985+54.2% | $4,027+52.6% |
| Admin fee / account holder | $1,829 | $4,835-62.2% | $6,832-73.2% | $5,403-66.2% |