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 | $160,201 | $131,829+21.5% | $108,579+47.5% | $273,961-41.5% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 11.15% | -91.57%+102.7pp | -51.70%+62.8pp | 41.45%-30.3pp |
| Employer contribution / active EE | $2,489 | $4,912-49.3% | $3,758-33.8% | $4,869-48.9% |
| Participant deferral / active EE | $5,308 | $5,127+3.5% | $4,311+23.1% | $5,287+0.4% |
| Admin fee / account holder | $3,098 | $10,252-69.8% | $7,645-59.5% | $10,132-69.4% |