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 | $142,549 | $90,600+57.3% | $79,464+79.4% | $135,375+5.3% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 82.6%-20.1pp |
| Annual return | -2.93% | 977.43%-980.4pp | 718.14%-721.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $1,646 | $3,068-46.4% | $2,800-41.2% | $4,779-65.6% |
| Participant deferral / active EE | $4,478 | $4,050+10.6% | $3,704+20.9% | $5,609-20.2% |
| Admin fee / account holder | $683 | $5,907-88.4% | $5,113-86.6% | $10,827-93.7% |