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 | $181,741 | $95,862+89.6% | $79,550+128.5% | $134,475+35.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -19.25% | -2.69%-16.6pp | 0.16%-19.4pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,356 | $3,128-56.7% | $2,413-43.8% | $4,740-71.4% |
| Participant deferral / active EE | $3,453 | $4,693-26.4% | $3,985-13.4% | $6,400-46.1% |
| Admin fee / account holder | $1,612 | $9,126-82.3% | $6,832-76.4% | $11,426-85.9% |