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 | $146,591 | $54,350+169.7% | $82,719+77.2% | $68,494+114.0% |
| Participation rate | 67.7% | 63.9%+3.8pp | 72.6%-4.8pp | 67.9%-0.1pp |
| Annual return | -17.99% | -13.67%-4.3pp | 701.18%-719.2pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,509 | $2,218+13.1% | $3,009-16.6% | $2,596-3.4% |
| Participant deferral / active EE | $5,342 | $3,246+64.6% | $4,395+21.5% | $4,027+32.6% |
| Admin fee / account holder | $1,289 | $4,395-70.7% | $5,329-75.8% | $5,403-76.2% |