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 | $122,146 | $88,594+37.9% | $70,092+74.3% | $134,475-9.2% |
| Participation rate | 45.5% | 74.9%-29.5pp | 70.5%-25.0pp | 81.2%-35.8pp |
| Annual return | -1.83% | 442.67%-444.5pp | 190.73%-192.6pp | 417.96%-419.8pp |
| Employer contribution / active EE | $1,829 | $3,233-43.4% | $2,559-28.5% | $4,740-61.4% |
| Participant deferral / active EE | $2,791 | $4,772-41.5% | $3,849-27.5% | $6,400-56.4% |
| Admin fee / account holder | $2,011 | $10,441-80.7% | $6,267-67.9% | $11,426-82.4% |