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 | $159,184 | $97,044+64.0% | $83,333+91.0% | $135,375+17.6% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -9.38% | 12.31%-21.7pp | 10.63%-20.0pp | 519.73%-529.1pp |
| Employer contribution / active EE | $1,434 | $4,143-65.4% | $3,379-57.5% | $4,779-70.0% |
| Participant deferral / active EE | $6,178 | $5,964+3.6% | $5,565+11.0% | $5,609+10.1% |
| Admin fee / account holder | $2,792 | $8,380-66.7% | $7,510-62.8% | $10,827-74.2% |