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 | $146,556 | $71,883+103.9% | $86,677+69.1% | $68,494+114.0% |
| Participation rate | 69.8% | 72.2%-2.4pp | 76.6%-6.8pp | 67.9%+1.9pp |
| Annual return | -5.26% | 3.52%-8.8pp | 35.91%-41.2pp | -7.84%+2.6pp |
| Employer contribution / active EE | $4,475 | $2,173+106.0% | $2,836+57.8% | $2,596+72.4% |
| Participant deferral / active EE | $5,165 | $3,779+36.7% | $4,656+10.9% | $4,027+28.2% |
| Admin fee / account holder | $18,536 | $6,112+203.3% | $7,493+147.4% | $5,403+243.1% |