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 | $144,329 | $133,958+7.7% | $112,228+28.6% | $134,475+7.3% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -14.30% | 47.11%-61.4pp | 27.45%-41.7pp | 417.96%-432.3pp |
| Employer contribution / active EE | $1,360 | $4,038-66.3% | $3,635-62.6% | $4,740-71.3% |
| Participant deferral / active EE | $3,484 | $5,291-34.2% | $4,728-26.3% | $6,400-45.6% |
| Admin fee / account holder | $2,223 | $7,489-70.3% | $6,410-65.3% | $11,426-80.5% |