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 | $147,369 | $91,538+61.0% | $129,995+13.4% | $75,163+96.1% |
| Participation rate | 59.0% | 71.4%-12.5pp | 78.5%-19.5pp | 67.2%-8.2pp |
| Annual return | 14.04% | -631.11%+645.1pp | -137.18%+151.2pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,150 | $2,845-59.6% | $4,320-73.4% | $2,670-56.9% |
| Participant deferral / active EE | $3,404 | $4,341-21.6% | $5,820-41.5% | $4,125-17.5% |
| Admin fee / account holder | $5,341 | $6,790-21.3% | $10,614-49.7% | $5,651-5.5% |