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 | $144,908 | $95,193+52.2% | $76,523+89.4% | $135,375+7.0% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -7.42% | 4.85%-12.3pp | -0.27%-7.2pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,113 | $3,302-36.0% | $2,647-20.2% | $4,779-55.8% |
| Participant deferral / active EE | $6,297 | $4,639+35.7% | $3,835+64.2% | $5,609+12.3% |
| Admin fee / account holder | $1,507 | $6,249-75.9% | $4,848-68.9% | $10,827-86.1% |