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 | $185,294 | $133,958+38.3% | $112,228+65.1% | $134,475+37.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -12.48% | 47.11%-59.6pp | 27.45%-39.9pp | 417.96%-430.4pp |
| Employer contribution / active EE | $1,895 | $4,038-53.1% | $3,635-47.9% | $4,740-60.0% |
| Participant deferral / active EE | $5,364 | $5,291+1.4% | $4,728+13.5% | $6,400-16.2% |
| Admin fee / account holder | $2,109 | $7,489-71.8% | $6,410-67.1% | $11,426-81.5% |