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 | $161,728 | $138,065+17.1% | $123,544+30.9% | $135,375+19.5% |
| Participation rate | 55.0% | 84.7%-29.7pp | 82.3%-27.3pp | 82.6%-27.6pp |
| Annual return | -5.76% | 153.68%-159.4pp | 119.20%-125.0pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,532 | $5,151-70.3% | $4,628-66.9% | $4,779-67.9% |
| Participant deferral / active EE | $2,991 | $6,799-56.0% | $6,426-53.4% | $5,609-46.7% |
| Admin fee / account holder | $21,609 | $10,916+98.0% | $9,284+132.8% | $10,827+99.6% |