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 | $187,728 | $142,344+31.9% | $119,609+57.0% | $134,475+39.6% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -13.24% | -12.44%-0.8pp | -14.97%+1.7pp | 417.96%-431.2pp |
| Employer contribution / active EE | $2,285 | $5,222-56.2% | $4,232-46.0% | $4,740-51.8% |
| Participant deferral / active EE | $4,788 | $6,469-26.0% | $5,602-14.5% | $6,400-25.2% |
| Admin fee / account holder | $8,488 | $13,584-37.5% | $10,323-17.8% | $11,426-25.7% |