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 | $144,315 | $105,860+36.3% | $90,749+59.0% | $134,475+7.3% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | -17.55% | -11.01%-6.5pp | -12.16%-5.4pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,217 | $3,462-64.8% | $2,921-58.3% | $4,740-74.3% |
| Participant deferral / active EE | $3,242 | $5,216-37.8% | $4,564-29.0% | $6,400-49.3% |
| Admin fee / account holder | $5,967 | $13,938-57.2% | $8,445-29.3% | $11,426-47.8% |