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 | $133,201 | $54,229+145.6% | $70,092+90.0% | $68,494+94.5% |
| Participation rate | 69.4% | 64.5%+4.9pp | 70.5%-1.1pp | 67.9%+1.5pp |
| Annual return | -11.98% | -13.87%+1.9pp | 190.73%-202.7pp | -7.84%-4.1pp |
| Employer contribution / active EE | $1,127 | $2,018-44.1% | $2,559-55.9% | $2,596-56.6% |
| Participant deferral / active EE | $6,277 | $2,956+112.4% | $3,849+63.1% | $4,027+55.9% |
| Admin fee / account holder | $30,847 | $4,694+557.1% | $6,267+392.2% | $5,403+470.9% |