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 | $164,985 | $95,862+72.1% | $79,550+107.4% | $134,475+22.7% |
| Participation rate | 57.1% | 75.0%-17.9pp | 69.5%-12.3pp | 81.2%-24.1pp |
| Annual return | -16.63% | -2.69%-13.9pp | 0.16%-16.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,060 | $3,128-66.1% | $2,413-56.1% | $4,740-77.6% |
| Participant deferral / active EE | $3,234 | $4,693-31.1% | $3,985-18.9% | $6,400-49.5% |
| Admin fee / account holder | $3,232 | $9,126-64.6% | $6,832-52.7% | $11,426-71.7% |