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 | $243,673 | $158,817+53.4% | $121,196+101.1% | $135,375+80.0% |
| Participation rate | 69.6% | 79.3%-9.7pp | 71.7%-2.2pp | 82.6%-13.1pp |
| Annual return | -7.37% | -0.64%-6.7pp | 16.93%-24.3pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,956 | $5,665-65.5% | $4,022-51.4% | $4,779-59.1% |
| Participant deferral / active EE | $4,869 | $4,005+21.6% | $3,344+45.6% | $5,609-13.2% |
| Admin fee / account holder | $13,142 | $6,512+101.8% | $5,019+161.8% | $10,827+21.4% |