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 | $75,386 | $54,229+39.0% | $70,092+7.6% | $68,494+10.1% |
| Participation rate | 69.4% | 64.5%+5.0pp | 70.5%-1.0pp | 67.9%+1.6pp |
| Annual return | -16.40% | -13.87%-2.5pp | 190.73%-207.1pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,733 | $2,018+35.4% | $2,559+6.8% | $2,596+5.3% |
| Participant deferral / active EE | $6,918 | $2,956+134.1% | $3,849+79.8% | $4,027+71.8% |
| Admin fee / account holder | $4,910 | $4,694+4.6% | $6,267-21.6% | $5,403-9.1% |