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 | $167,092 | $138,065+21.0% | $123,544+35.2% | $135,375+23.4% |
| Participation rate | 54.5% | 84.7%-30.2pp | 82.3%-27.7pp | 82.6%-28.1pp |
| Annual return | -4.94% | 153.68%-158.6pp | 119.20%-124.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,308 | $5,151-74.6% | $4,628-71.7% | $4,779-72.6% |
| Participant deferral / active EE | $5,743 | $6,799-15.5% | $6,426-10.6% | $5,609+2.4% |
| Admin fee / account holder | $10,574 | $10,916-3.1% | $9,284+13.9% | $10,827-2.3% |