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 | $132,085 | $95,971+37.6% | $74,550+77.2% | $135,375-2.4% |
| Participation rate | 53.3% | 75.7%-22.3pp | 69.1%-15.8pp | 82.6%-29.3pp |
| Annual return | -0.76% | 56.96%-57.7pp | 32.53%-33.3pp | 519.73%-520.5pp |
| Employer contribution / active EE | $1,007 | $2,716-62.9% | $1,961-48.6% | $4,779-78.9% |
| Participant deferral / active EE | $3,077 | $3,843-20.0% | $3,108-1.0% | $5,609-45.1% |
| Admin fee / account holder | $2,098 | $6,522-67.8% | $5,060-58.5% | $10,827-80.6% |