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 | $115,360 | $95,971+20.2% | $74,550+54.7% | $135,375-14.8% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -3.10% | 56.96%-60.1pp | 32.53%-35.6pp | 519.73%-522.8pp |
| Employer contribution / active EE | $2,209 | $2,716-18.7% | $1,961+12.6% | $4,779-53.8% |
| Participant deferral / active EE | $4,612 | $3,843+20.0% | $3,108+48.4% | $5,609-17.8% |
| Admin fee / account holder | $419 | $6,522-93.6% | $5,060-91.7% | $10,827-96.1% |