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 | $209,412 | $133,958+56.3% | $112,228+86.6% | $134,475+55.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -16.43% | 47.11%-63.5pp | 27.45%-43.9pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,229 | $4,038-20.0% | $3,635-11.2% | $4,740-31.9% |
| Participant deferral / active EE | $10,783 | $5,291+103.8% | $4,728+128.1% | $6,400+68.5% |
| Admin fee / account holder | $405 | $7,489-94.6% | $6,410-93.7% | $11,426-96.5% |