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 | $115,598 | $117,690-1.8% | $71,735+61.1% | $134,475-14.0% |
| Participation rate | 56.5% | 68.8%-12.3pp | 62.3%-5.8pp | 81.2%-24.7pp |
| Annual return | -17.18% | 25.44%-42.6pp | 9.14%-26.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,519 | $2,525-39.8% | $1,704-10.8% | $4,740-67.9% |
| Participant deferral / active EE | $2,888 | $3,759-23.2% | $2,658+8.6% | $6,400-54.9% |
| Admin fee / account holder | $670 | $6,379-89.5% | $3,974-83.1% | $11,426-94.1% |