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 | $152,202 | $91,911+65.6% | $68,793+121.2% | $135,375+12.4% |
| Participation rate | 54.5% | 76.7%-22.2pp | 72.2%-17.7pp | 82.6%-28.1pp |
| Annual return | 7.40% | -8.22%+15.6pp | -4.63%+12.0pp | 519.73%-512.3pp |
| Employer contribution / active EE | $1,260 | $3,924-67.9% | $2,625-52.0% | $4,779-73.6% |
| Participant deferral / active EE | $4,189 | $4,315-2.9% | $3,311+26.5% | $5,609-25.3% |
| Admin fee / account holder | $48,612 | $9,240+426.1% | $5,131+847.5% | $10,827+349.0% |