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 8-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 | $116,832 | $69,010+69.3% | $159,960-27.0% | $68,494+70.6% |
| Participation rate | 67.4% | 65.4%+2.0pp | 78.0%-10.6pp | 67.9%-0.5pp |
| Annual return | -12.47% | -9.65%-2.8pp | 408.60%-421.1pp | -7.84%-4.6pp |
| Employer contribution / active EE | $1,148 | $2,213-48.1% | $4,226-72.8% | $2,596-55.8% |
| Participant deferral / active EE | $7,739 | $4,212+83.7% | $6,182+25.2% | $4,027+92.2% |
| Admin fee / account holder | $20,826 | $4,798+334.1% | $8,698+139.4% | $5,403+285.5% |