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 | $150,363 | $91,538+64.3% | $129,995+15.7% | $75,163+100.0% |
| Participation rate | 58.3% | 71.4%-13.1pp | 78.5%-20.2pp | 67.2%-8.9pp |
| Annual return | 19.64% | -631.11%+650.8pp | -137.18%+156.8pp | 160.62%-141.0pp |
| Employer contribution / active EE | $1,496 | $2,845-47.4% | $4,320-65.4% | $2,670-44.0% |
| Participant deferral / active EE | $12,564 | $4,341+189.4% | $5,820+115.9% | $4,125+204.6% |
| Admin fee / account holder | $34,986 | $6,790+415.2% | $10,614+229.6% | $5,651+519.1% |