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 | $207,429 | $131,829+57.3% | $108,579+91.0% | $273,961-24.3% |
| Participation rate | 68.8% | 83.5%-14.7pp | 79.6%-10.8pp | 83.0%-14.3pp |
| Annual return | 9.59% | -91.57%+101.2pp | -51.70%+61.3pp | 41.45%-31.9pp |
| Employer contribution / active EE | $1,782 | $4,912-63.7% | $3,758-52.6% | $4,869-63.4% |
| Participant deferral / active EE | $6,221 | $5,127+21.3% | $4,311+44.3% | $5,287+17.7% |
| Admin fee / account holder | $8,208 | $10,252-19.9% | $7,645+7.4% | $10,132-19.0% |