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 | $146,905 | $53,162+176.3% | $91,220+61.0% | $68,494+114.5% |
| Participation rate | 63.0% | 63.2%-0.2pp | 73.2%-10.2pp | 67.9%-4.9pp |
| Annual return | -9.94% | -3.14%-6.8pp | 114.01%-124.0pp | -7.84%-2.1pp |
| Employer contribution / active EE | $2,604 | $1,709+52.3% | $2,850-8.6% | $2,596+0.3% |
| Participant deferral / active EE | $4,110 | $2,974+38.2% | $4,234-2.9% | $4,027+2.0% |
| Admin fee / account holder | $9,629 | $4,493+114.3% | $5,420+77.7% | $5,403+78.2% |