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 | $158,238 | $91,538+72.9% | $129,995+21.7% | $75,163+110.5% |
| Participation rate | 65.2% | 71.4%-6.2pp | 78.5%-13.3pp | 67.2%-2.0pp |
| Annual return | 17.81% | -631.11%+648.9pp | -137.18%+155.0pp | 160.62%-142.8pp |
| Employer contribution / active EE | $853 | $2,845-70.0% | $4,320-80.3% | $2,670-68.0% |
| Participant deferral / active EE | $4,615 | $4,341+6.3% | $5,820-20.7% | $4,125+11.9% |
| Admin fee / account holder | $5,163 | $6,790-24.0% | $10,614-51.4% | $5,651-8.6% |