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 | $148,568 | $129,942+14.3% | $104,294+42.5% | $134,475+10.5% |
| Participation rate | 37.5% | 79.5%-42.0pp | 73.3%-35.8pp | 81.2%-43.7pp |
| Annual return | -12.61% | 42.03%-54.6pp | 24.61%-37.2pp | 417.96%-430.6pp |
| Employer contribution / active EE | $1,385 | $4,184-66.9% | $3,372-58.9% | $4,740-70.8% |
| Participant deferral / active EE | $3,994 | $5,588-28.5% | $4,625-13.6% | $6,400-37.6% |
| Admin fee / account holder | $1,403 | $9,323-85.0% | $7,339-80.9% | $11,426-87.7% |