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 | $152,174 | $127,386+19.5% | $115,037+32.3% | $125,391+21.4% |
| Participation rate | 68.8% | 84.2%-15.4pp | 81.4%-12.6pp | 83.2%-14.4pp |
| Annual return | -1.34% | 31.28%-32.6pp | 26.14%-27.5pp | 282.22%-283.6pp |
| Employer contribution / active EE | $2,839 | $5,166-45.1% | $4,608-38.4% | $4,866-41.7% |
| Participant deferral / active EE | $11,213 | $6,423+74.6% | $6,026+86.1% | $5,352+109.5% |
| Admin fee / account holder | $22,911 | $9,516+140.8% | $8,175+180.2% | $9,540+140.1% |