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 | $180,139 | $133,958+34.5% | $112,228+60.5% | $134,475+34.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -5.71% | 47.11%-52.8pp | 27.45%-33.2pp | 417.96%-423.7pp |
| Employer contribution / active EE | $1,730 | $4,038-57.2% | $3,635-52.4% | $4,740-63.5% |
| Participant deferral / active EE | $7,471 | $5,291+41.2% | $4,728+58.0% | $6,400+16.7% |
| Admin fee / account holder | $282,046 | $7,489+3666.3% | $6,410+4300.1% | $11,426+2368.5% |