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 | $139,740 | $95,862+45.8% | $79,550+75.7% | $134,475+3.9% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -17.42% | -2.69%-14.7pp | 0.16%-17.6pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,546 | $3,128-50.6% | $2,413-35.9% | $4,740-67.4% |
| Participant deferral / active EE | $18,744 | $4,693+299.4% | $3,985+370.3% | $6,400+192.9% |
| Admin fee / account holder | $1,080 | $9,126-88.2% | $6,832-84.2% | $11,426-90.5% |