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 | $144,884 | $131,829+9.9% | $108,579+33.4% | $273,961-47.1% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.6%-17.1pp | 83.0%-20.5pp |
| Annual return | 7.43% | -91.57%+99.0pp | -51.70%+59.1pp | 41.45%-34.0pp |
| Employer contribution / active EE | $2,281 | $4,912-53.6% | $3,758-39.3% | $4,869-53.2% |
| Participant deferral / active EE | $4,185 | $5,127-18.4% | $4,311-2.9% | $5,287-20.9% |
| Admin fee / account holder | $4,456 | $10,252-56.5% | $7,645-41.7% | $10,132-56.0% |