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 | $207,671 | $57,354+262.1% | $83,848+147.7% | $64,186+223.5% |
| Participation rate | 62.9% | 68.6%-5.8pp | 76.1%-13.3pp | 69.6%-6.7pp |
| Annual return | -4.18% | 11.38%-15.6pp | 850.88%-855.1pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,977 | $2,545+17.0% | $3,631-18.0% | $2,381+25.0% |
| Participant deferral / active EE | $6,448 | $2,993+115.4% | $4,082+58.0% | $3,470+85.9% |
| Admin fee / account holder | $3,231 | $4,046-20.1% | $5,478-41.0% | $4,888-33.9% |