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 | $177,812 | $211,958-16.1% | $169,463+4.9% | $135,375+31.3% |
| Participation rate | 56.3% | 82.6%-26.4pp | 77.8%-21.5pp | 82.6%-26.4pp |
| Annual return | -8.85% | 3.26%-12.1pp | 1.83%-10.7pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,404 | $5,120-72.6% | $4,159-66.3% | $4,779-70.6% |
| Participant deferral / active EE | $2,449 | $6,075-59.7% | $5,277-53.6% | $5,609-56.3% |
| Admin fee / account holder | $2,497 | $11,471-78.2% | $9,109-72.6% | $10,827-76.9% |