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 | $182,796 | $154,117+18.6% | $129,995+40.6% | $139,434+31.1% |
| Participation rate | 45.5% | 82.0%-36.5pp | 78.5%-33.0pp | 80.3%-34.9pp |
| Annual return | 12.23% | 32.48%-20.2pp | -137.18%+149.4pp | 372.94%-360.7pp |
| Employer contribution / active EE | $1,717 | $5,289-67.5% | $4,320-60.2% | $4,751-63.9% |
| Participant deferral / active EE | $7,187 | $6,710+7.1% | $5,820+23.5% | $6,710+7.1% |
| Admin fee / account holder | $7,592 | $14,007-45.8% | $10,614-28.5% | $11,403-33.4% |