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 | $185,454 | $100,754+84.1% | $86,677+114.0% | $134,475+37.9% |
| Participation rate | 46.7% | 78.9%-32.3pp | 76.6%-29.9pp | 81.2%-34.6pp |
| Annual return | -18.35% | 29.04%-47.4pp | 35.91%-54.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,787 | $3,489-48.8% | $2,836-37.0% | $4,740-62.3% |
| Participant deferral / active EE | $6,680 | $5,338+25.1% | $4,656+43.5% | $6,400+4.4% |
| Admin fee / account holder | $4,256 | $10,926-61.0% | $7,493-43.2% | $11,426-62.7% |