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 | $157,603 | $211,958-25.6% | $169,463-7.0% | $135,375+16.4% |
| Participation rate | 61.5% | 82.6%-21.1pp | 77.8%-16.2pp | 82.6%-21.1pp |
| Annual return | -2.53% | 3.26%-5.8pp | 1.83%-4.4pp | 519.73%-522.3pp |
| Employer contribution / active EE | $2,002 | $5,120-60.9% | $4,159-51.9% | $4,779-58.1% |
| Participant deferral / active EE | $4,110 | $6,075-32.3% | $5,277-22.1% | $5,609-26.7% |
| Admin fee / account holder | $156,188 | $11,471+1261.6% | $9,109+1614.6% | $10,827+1342.6% |