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 | $123,612 | $91,538+35.0% | $129,995-4.9% | $75,163+64.5% |
| Participation rate | 50.6% | 71.4%-20.8pp | 78.5%-27.9pp | 67.2%-16.6pp |
| Annual return | 15.15% | -631.11%+646.3pp | -137.18%+152.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $856 | $2,845-69.9% | $4,320-80.2% | $2,670-67.9% |
| Participant deferral / active EE | $3,506 | $4,341-19.2% | $5,820-39.8% | $4,125-15.0% |
| Admin fee / account holder | $11,594 | $6,790+70.7% | $10,614+9.2% | $5,651+105.2% |