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 | $113,827 | $100,754+13.0% | $86,677+31.3% | $134,475-15.4% |
| Participation rate | 60.0% | 78.9%-18.9pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -14.99% | 29.04%-44.0pp | 35.91%-50.9pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,046 | $3,489-70.0% | $2,836-63.1% | $4,740-77.9% |
| Participant deferral / active EE | $5,400 | $5,338+1.2% | $4,656+16.0% | $6,400-15.6% |
| Admin fee / account holder | $4,720 | $10,926-56.8% | $7,493-37.0% | $11,426-58.7% |