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 | $113,185 | $100,754+12.3% | $86,677+30.6% | $134,475-15.8% |
| Participation rate | 37.5% | 78.9%-41.4pp | 76.6%-39.1pp | 81.2%-43.7pp |
| Annual return | -2.48% | 29.04%-31.5pp | 35.91%-38.4pp | 417.96%-420.4pp |
| Employer contribution / active EE | $1,890 | $3,489-45.8% | $2,836-33.4% | $4,740-60.1% |
| Participant deferral / active EE | $4,341 | $5,338-18.7% | $4,656-6.7% | $6,400-32.2% |
| Admin fee / account holder | $14,791 | $10,926+35.4% | $7,493+97.4% | $11,426+29.5% |