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 | $221,786 | $167,307+32.6% | $143,757+54.3% | $134,475+64.9% |
| Participation rate | 40.9% | 84.8%-43.9pp | 80.3%-39.4pp | 81.2%-40.3pp |
| Annual return | -14.70% | 0.46%-15.2pp | -0.04%-14.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,474 | $5,619-73.8% | $4,951-70.2% | $4,740-68.9% |
| Participant deferral / active EE | $3,245 | $6,446-49.7% | $5,637-42.4% | $6,400-49.3% |
| Admin fee / account holder | $837 | $18,088-95.4% | $14,673-94.3% | $11,426-92.7% |