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 | $143,985 | $91,538+57.3% | $129,995+10.8% | $75,163+91.6% |
| Participation rate | 62.0% | 71.4%-9.4pp | 78.5%-16.5pp | 67.2%-5.2pp |
| Annual return | 17.60% | -631.11%+648.7pp | -137.18%+154.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,963 | $2,845-31.0% | $4,320-54.6% | $2,670-26.5% |
| Participant deferral / active EE | $3,818 | $4,341-12.1% | $5,820-34.4% | $4,125-7.4% |
| Admin fee / account holder | $21,003 | $6,790+209.3% | $10,614+97.9% | $5,651+271.7% |