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 | $136,149 | $54,350+150.5% | $82,719+64.6% | $68,494+98.8% |
| Participation rate | 64.7% | 63.9%+0.8pp | 72.6%-7.8pp | 67.9%-3.2pp |
| Annual return | -14.49% | -13.67%-0.8pp | 701.18%-715.7pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,563 | $2,218-29.5% | $3,009-48.1% | $2,596-39.8% |
| Participant deferral / active EE | $4,443 | $3,246+36.9% | $4,395+1.1% | $4,027+10.3% |
| Admin fee / account holder | $3,067 | $4,395-30.2% | $5,329-42.5% | $5,403-43.2% |