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 | $161,982 | $91,538+77.0% | $129,995+24.6% | $75,163+115.5% |
| Participation rate | 61.3% | 71.4%-10.1pp | 78.5%-17.2pp | 67.2%-5.9pp |
| Annual return | 18.17% | -631.11%+649.3pp | -137.18%+155.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,119 | $2,845-60.7% | $4,320-74.1% | $2,670-58.1% |
| Participant deferral / active EE | $2,730 | $4,341-37.1% | $5,820-53.1% | $4,125-33.8% |
| Admin fee / account holder | $5,793 | $6,790-14.7% | $10,614-45.4% | $5,651+2.5% |