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 | $156,235 | $105,860+47.6% | $90,749+72.2% | $134,475+16.2% |
| Participation rate | 62.5% | 78.2%-15.7pp | 75.7%-13.2pp | 81.2%-18.7pp |
| Annual return | -14.25% | -11.01%-3.2pp | -12.16%-2.1pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,318 | $3,462-61.9% | $2,921-54.9% | $4,740-72.2% |
| Participant deferral / active EE | $2,325 | $5,216-55.4% | $4,564-49.1% | $6,400-63.7% |
| Admin fee / account holder | $32,062 | $13,938+130.0% | $8,445+279.7% | $11,426+180.6% |