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 | $172,951 | $129,942+33.1% | $104,294+65.8% | $134,475+28.6% |
| Participation rate | 57.1% | 79.5%-22.4pp | 73.3%-16.1pp | 81.2%-24.1pp |
| Annual return | -12.29% | 42.03%-54.3pp | 24.61%-36.9pp | 417.96%-430.3pp |
| Employer contribution / active EE | $1,746 | $4,184-58.3% | $3,372-48.2% | $4,740-63.2% |
| Participant deferral / active EE | $5,452 | $5,588-2.4% | $4,625+17.9% | $6,400-14.8% |
| Admin fee / account holder | $28,258 | $9,323+203.1% | $7,339+285.0% | $11,426+147.3% |