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 | $160,955 | $93,024+73.0% | $77,024+109.0% | $134,475+19.7% |
| Participation rate | 60.0% | 74.5%-14.5pp | 67.9%-7.9pp | 81.2%-21.2pp |
| Annual return | -16.08% | 62.60%-78.7pp | 42.32%-58.4pp | 417.96%-434.0pp |
| Employer contribution / active EE | $479 | $3,418-86.0% | $2,812-83.0% | $4,740-89.9% |
| Participant deferral / active EE | $5,900 | $5,238+12.6% | $4,426+33.3% | $6,400-7.8% |
| Admin fee / account holder | $1,176 | $6,944-83.1% | $5,425-78.3% | $11,426-89.7% |