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 | $122,802 | $105,860+16.0% | $90,749+35.3% | $134,475-8.7% |
| Participation rate | 25.0% | 78.2%-53.2pp | 75.7%-50.7pp | 81.2%-56.2pp |
| Annual return | -14.21% | -11.01%-3.2pp | -12.16%-2.0pp | 417.96%-432.2pp |
| Employer contribution / active EE | $843 | $3,462-75.6% | $2,921-71.1% | $4,740-82.2% |
| Participant deferral / active EE | $3,064 | $5,216-41.3% | $4,564-32.9% | $6,400-52.1% |
| Admin fee / account holder | $2,692 | $13,938-80.7% | $8,445-68.1% | $11,426-76.4% |