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 | $91,614 | $67,331+36.1% | $60,874+50.5% | $134,475-31.9% |
| Participation rate | 30.4% | 76.2%-45.7pp | 73.1%-42.7pp | 81.2%-50.8pp |
| Annual return | -6.45% | 49.93%-56.4pp | 16.90%-23.4pp | 417.96%-424.4pp |
| Employer contribution / active EE | $1,412 | $3,096-54.4% | $2,701-47.7% | $4,740-70.2% |
| Participant deferral / active EE | $3,918 | $4,538-13.7% | $3,817+2.7% | $6,400-38.8% |
| Admin fee / account holder | $12,401 | $4,582+170.6% | $3,224+284.6% | $11,426+8.5% |