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 | $169,768 | $64,707+162.4% | $112,228+51.3% | $68,494+147.9% |
| Participation rate | 64.1% | 67.2%-3.0pp | 75.1%-11.0pp | 67.9%-3.8pp |
| Annual return | -11.40% | -11.40%0pp | 27.45%-38.8pp | -7.84%-3.6pp |
| Employer contribution / active EE | $3,532 | $2,746+28.6% | $3,635-2.8% | $2,596+36.0% |
| Participant deferral / active EE | $7,530 | $3,565+111.2% | $4,728+59.3% | $4,027+87.0% |
| Admin fee / account holder | $2,324 | $5,232-55.6% | $6,410-63.7% | $5,403-57.0% |