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 | $132,737 | $95,971+38.3% | $74,550+78.1% | $135,375-1.9% |
| Participation rate | 61.9% | 75.7%-13.7pp | 69.1%-7.2pp | 82.6%-20.7pp |
| Annual return | -6.33% | 56.96%-63.3pp | 32.53%-38.9pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,324 | $2,716-51.3% | $1,961-32.5% | $4,779-72.3% |
| Participant deferral / active EE | $1,665 | $3,843-56.7% | $3,108-46.4% | $5,609-70.3% |
| Admin fee / account holder | $6,738 | $6,522+3.3% | $5,060+33.2% | $10,827-37.8% |