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 | $160,871 | $92,222+74.4% | $76,768+109.6% | $135,375+18.8% |
| Participation rate | 45.5% | 79.8%-34.3pp | 77.0%-31.5pp | 82.6%-37.2pp |
| Annual return | -5.63% | 5.46%-11.1pp | 2.43%-8.1pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,697 | $3,216-47.2% | $2,485-31.7% | $4,779-64.5% |
| Participant deferral / active EE | $5,816 | $4,509+29.0% | $3,852+51.0% | $5,609+3.7% |
| Admin fee / account holder | $655 | $10,748-93.9% | $6,675-90.2% | $10,827-94.0% |