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 | $145,626 | $91,538+59.1% | $129,995+12.0% | $75,163+93.7% |
| Participation rate | 68.4% | 71.4%-3.0pp | 78.5%-10.1pp | 67.2%+1.2pp |
| Annual return | 22.89% | -631.11%+654.0pp | -137.18%+160.1pp | 160.62%-137.7pp |
| Employer contribution / active EE | $1,423 | $2,845-50.0% | $4,320-67.1% | $2,670-46.7% |
| Participant deferral / active EE | $5,501 | $4,341+26.7% | $5,820-5.5% | $4,125+33.4% |
| Admin fee / account holder | $21,361 | $6,790+214.6% | $10,614+101.2% | $5,651+278.0% |