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 | $116,162 | $84,402+37.6% | $61,373+89.3% | $134,475-13.6% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -14.23% | 584.55%-598.8pp | 338.61%-352.8pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,966 | $1,544+27.3% | $1,159+69.6% | $4,740-58.5% |
| Participant deferral / active EE | $7,301 | $2,819+159.0% | $2,125+243.6% | $6,400+14.1% |
| Admin fee / account holder | $2,981 | $2,585+15.3% | $2,130+40.0% | $11,426-73.9% |