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 | $124,705 | $82,664+50.9% | $125,339-0.5% | $68,494+82.1% |
| Participation rate | 63.0% | 75.0%-12.0pp | 82.4%-19.4pp | 67.9%-4.9pp |
| Annual return | -18.06% | -5.97%-12.1pp | 572.05%-590.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $3,787 | $3,381+12.0% | $4,814-21.3% | $2,596+45.9% |
| Participant deferral / active EE | $7,512 | $6,110+22.9% | $7,446+0.9% | $4,027+86.5% |
| Admin fee / account holder | $2,357 | $6,275-62.4% | $10,010-76.5% | $5,403-56.4% |