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 | $172,535 | $180,449-4.4% | $154,107+12.0% | $135,375+27.4% |
| Participation rate | 68.2% | 87.4%-19.2pp | 83.0%-14.9pp | 82.6%-14.5pp |
| Annual return | -4.78% | 888.09%-892.9pp | 735.12%-739.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $4,259 | $6,035-29.4% | $5,298-19.6% | $4,779-10.9% |
| Participant deferral / active EE | $4,857 | $5,806-16.3% | $5,081-4.4% | $5,609-13.4% |
| Admin fee / account holder | $4,173 | $16,143-74.2% | $13,411-68.9% | $10,827-61.5% |