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 | $245,916 | $95,862+156.5% | $79,550+209.1% | $134,475+82.9% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -14.78% | -2.69%-12.1pp | 0.16%-14.9pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,338 | $3,128-57.2% | $2,413-44.5% | $4,740-71.8% |
| Participant deferral / active EE | $5,701 | $4,693+21.5% | $3,985+43.1% | $6,400-10.9% |
| Admin fee / account holder | $12,572 | $9,126+37.8% | $6,832+84.0% | $11,426+10.0% |