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 | $136,100 | $95,971+41.8% | $74,550+82.6% | $135,375+0.5% |
| Participation rate | 53.8% | 75.7%-21.8pp | 69.1%-15.3pp | 82.6%-28.8pp |
| Annual return | -4.70% | 56.96%-61.7pp | 32.53%-37.2pp | 519.73%-524.4pp |
| Employer contribution / active EE | $893 | $2,716-67.1% | $1,961-54.5% | $4,779-81.3% |
| Participant deferral / active EE | $3,282 | $3,843-14.6% | $3,108+5.6% | $5,609-41.5% |
| Admin fee / account holder | $2,996 | $6,522-54.1% | $5,060-40.8% | $10,827-72.3% |