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 | $205,167 | $129,942+57.9% | $104,294+96.7% | $134,475+52.6% |
| Participation rate | 60.0% | 79.5%-19.5pp | 73.3%-13.3pp | 81.2%-21.2pp |
| Annual return | -14.94% | 42.03%-57.0pp | 24.61%-39.5pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,982 | $4,184-52.6% | $3,372-41.2% | $4,740-58.2% |
| Participant deferral / active EE | $3,680 | $5,588-34.1% | $4,625-20.4% | $6,400-42.5% |
| Admin fee / account holder | $4,198 | $9,323-55.0% | $7,339-42.8% | $11,426-63.3% |