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 | $167,840 | $100,754+66.6% | $86,677+93.6% | $134,475+24.8% |
| Participation rate | 56.5% | 78.9%-22.4pp | 76.6%-20.1pp | 81.2%-24.7pp |
| Annual return | -7.92% | 29.04%-37.0pp | 35.91%-43.8pp | 417.96%-425.9pp |
| Employer contribution / active EE | $1,482 | $3,489-57.5% | $2,836-47.7% | $4,740-68.7% |
| Participant deferral / active EE | $2,985 | $5,338-44.1% | $4,656-35.9% | $6,400-53.4% |
| Admin fee / account holder | $2,468 | $10,926-77.4% | $7,493-67.1% | $11,426-78.4% |