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 9-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 | $132,890 | $91,538+45.2% | $129,995+2.2% | $75,163+76.8% |
| Participation rate | 56.7% | 71.4%-14.7pp | 78.5%-21.8pp | 67.2%-10.5pp |
| Annual return | 17.54% | -631.11%+648.6pp | -137.18%+154.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,898 | $2,845+1.9% | $4,320-32.9% | $2,670+8.6% |
| Participant deferral / active EE | $7,520 | $4,341+73.2% | $5,820+29.2% | $4,125+82.3% |
| Admin fee / account holder | $35,034 | $6,790+415.9% | $10,614+230.1% | $5,651+520.0% |