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 | $222,401 | $133,958+66.0% | $112,228+98.2% | $134,475+65.4% |
| Participation rate | 35.7% | 78.6%-42.8pp | 75.1%-39.3pp | 81.2%-45.5pp |
| Annual return | -17.19% | 47.11%-64.3pp | 27.45%-44.6pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,472 | $4,038-38.8% | $3,635-32.0% | $4,740-47.9% |
| Participant deferral / active EE | $5,457 | $5,291+3.1% | $4,728+15.4% | $6,400-14.7% |
| Admin fee / account holder | $421 | $7,489-94.4% | $6,410-93.4% | $11,426-96.3% |