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 | $121,478 | $92,222+31.7% | $76,768+58.2% | $135,375-10.3% |
| Participation rate | 64.7% | 79.8%-15.1pp | 77.0%-12.3pp | 82.6%-17.9pp |
| Annual return | -4.47% | 5.46%-9.9pp | 2.43%-6.9pp | 519.73%-524.2pp |
| Employer contribution / active EE | $827 | $3,216-74.3% | $2,485-66.7% | $4,779-82.7% |
| Participant deferral / active EE | $2,711 | $4,509-39.9% | $3,852-29.6% | $5,609-51.7% |
| Admin fee / account holder | $1,371 | $10,748-87.2% | $6,675-79.5% | $10,827-87.3% |