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 | $209,832 | $167,484+25.3% | $151,611+38.4% | $134,475+56.0% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -17.48% | 7.80%-25.3pp | 3.33%-20.8pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,795 | $6,829-73.7% | $6,166-70.9% | $4,740-62.1% |
| Participant deferral / active EE | $4,468 | $8,986-50.3% | $8,363-46.6% | $6,400-30.2% |
| Admin fee / account holder | $1,362 | $13,783-90.1% | $11,616-88.3% | $11,426-88.1% |