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 | $130,342 | $92,222+41.3% | $76,768+69.8% | $135,375-3.7% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -8.41% | 5.46%-13.9pp | 2.43%-10.8pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,284 | $3,216-60.1% | $2,485-48.3% | $4,779-73.1% |
| Participant deferral / active EE | $7,017 | $4,509+55.6% | $3,852+82.2% | $5,609+25.1% |
| Admin fee / account holder | $2,702 | $10,748-74.9% | $6,675-59.5% | $10,827-75.0% |