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 | $248,137 | $45,602+444.1% | $117,472+111.2% | $66,914+270.8% |
| Participation rate | 52.4% | 57.6%-5.2pp | 70.6%-18.2pp | 69.8%-17.4pp |
| Annual return | -17.92% | -16.74%-1.2pp | 29.74%-47.7pp | 1.58%-19.5pp |
| Employer contribution / active EE | $2,363 | $1,579+49.7% | $4,176-43.4% | $2,544-7.1% |
| Participant deferral / active EE | $5,108 | $2,845+79.5% | $4,070+25.5% | $4,237+20.5% |
| Admin fee / account holder | $25,451 | $661+3752.6% | $5,645+350.9% | $593+4190.1% |