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 | $119,020 | $95,971+24.0% | $74,550+59.7% | $135,375-12.1% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -3.35% | 56.96%-60.3pp | 32.53%-35.9pp | 519.73%-523.1pp |
| Employer contribution / active EE | $2,012 | $2,716-25.9% | $1,961+2.6% | $4,779-57.9% |
| Participant deferral / active EE | $5,161 | $3,843+34.3% | $3,108+66.0% | $5,609-8.0% |
| Admin fee / account holder | $3,925 | $6,522-39.8% | $5,060-22.4% | $10,827-63.7% |