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 | $159,864 | $92,222+73.3% | $76,768+108.2% | $135,375+18.1% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -2.42% | 5.46%-7.9pp | 2.43%-4.9pp | 519.73%-522.2pp |
| Employer contribution / active EE | $1,479 | $3,216-54.0% | $2,485-40.5% | $4,779-69.1% |
| Participant deferral / active EE | $5,540 | $4,509+22.9% | $3,852+43.8% | $5,609-1.2% |
| Admin fee / account holder | $2,420 | $10,748-77.5% | $6,675-63.7% | $10,827-77.6% |