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 | $173,787 | $167,484+3.8% | $151,611+14.6% | $134,475+29.2% |
| Participation rate | 54.5% | 88.4%-33.8pp | 87.5%-33.0pp | 81.2%-26.7pp |
| Annual return | -15.66% | 7.80%-23.5pp | 3.33%-19.0pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,821 | $6,829-73.3% | $6,166-70.5% | $4,740-61.6% |
| Participant deferral / active EE | $4,370 | $8,986-51.4% | $8,363-47.7% | $6,400-31.7% |
| Admin fee / account holder | $309 | $13,783-97.8% | $11,616-97.3% | $11,426-97.3% |