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 | $223,126 | $84,527+164.0% | $67,711+229.5% | $125,391+77.9% |
| Participation rate | 66.7% | 74.8%-8.1pp | 67.5%-0.9pp | 83.2%-16.5pp |
| Annual return | -2.43% | 2.57%-5.0pp | 25.41%-27.8pp | 282.22%-284.7pp |
| Employer contribution / active EE | $3,079 | $3,292-6.5% | $2,559+20.3% | $4,866-36.7% |
| Participant deferral / active EE | $8,613 | $4,429+94.4% | $3,585+140.2% | $5,352+60.9% |
| Admin fee / account holder | $2,154 | $5,340-59.7% | $4,255-49.4% | $9,540-77.4% |