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 | $132,664 | $71,883+84.6% | $86,677+53.1% | $68,494+93.7% |
| Participation rate | 56.0% | 72.2%-16.2pp | 76.6%-20.6pp | 67.9%-11.9pp |
| Annual return | -14.60% | 3.52%-18.1pp | 35.91%-50.5pp | -7.84%-6.8pp |
| Employer contribution / active EE | $2,528 | $2,173+16.3% | $2,836-10.9% | $2,596-2.6% |
| Participant deferral / active EE | $5,483 | $3,779+45.1% | $4,656+17.8% | $4,027+36.2% |
| Admin fee / account holder | $26,784 | $6,112+338.2% | $7,493+257.4% | $5,403+395.8% |