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 | $168,272 | $100,754+67.0% | $86,677+94.1% | $134,475+25.1% |
| Participation rate | 58.8% | 78.9%-20.1pp | 76.6%-17.8pp | 81.2%-22.4pp |
| Annual return | -8.64% | 29.04%-37.7pp | 35.91%-44.5pp | 417.96%-426.6pp |
| Employer contribution / active EE | $936 | $3,489-73.2% | $2,836-67.0% | $4,740-80.3% |
| Participant deferral / active EE | $3,210 | $5,338-39.9% | $4,656-31.1% | $6,400-49.8% |
| Admin fee / account holder | $20,615 | $10,926+88.7% | $7,493+175.1% | $11,426+80.4% |