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 | $168,053 | $127,386+31.9% | $115,037+46.1% | $125,391+34.0% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -1.74% | 31.28%-33.0pp | 26.14%-27.9pp | 282.22%-284.0pp |
| Employer contribution / active EE | $1,190 | $5,166-77.0% | $4,608-74.2% | $4,866-75.5% |
| Participant deferral / active EE | $16,000 | $6,423+149.1% | $6,026+165.5% | $5,352+199.0% |
| Admin fee / account holder | $1,937 | $9,516-79.6% | $8,175-76.3% | $9,540-79.7% |