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 | $159,343 | $131,829+20.9% | $108,579+46.8% | $273,961-41.8% |
| Participation rate | 61.9% | 83.5%-21.5pp | 79.6%-17.7pp | 83.0%-21.1pp |
| Annual return | 6.11% | -91.57%+97.7pp | -51.70%+57.8pp | 41.45%-35.3pp |
| Employer contribution / active EE | $2,281 | $4,912-53.6% | $3,758-39.3% | $4,869-53.1% |
| Participant deferral / active EE | $7,884 | $5,127+53.8% | $4,311+82.9% | $5,287+49.1% |
| Admin fee / account holder | $959 | $10,252-90.7% | $7,645-87.5% | $10,132-90.5% |