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 | $163,253 | $82,664+97.5% | $125,339+30.2% | $68,494+138.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -8.85% | -5.97%-2.9pp | 572.05%-580.9pp | -7.84%-1.0pp |
| Employer contribution / active EE | $1,100 | $3,381-67.5% | $4,814-77.2% | $2,596-57.6% |
| Participant deferral / active EE | $3,691 | $6,110-39.6% | $7,446-50.4% | $4,027-8.4% |
| Admin fee / account holder | $577 | $6,275-90.8% | $10,010-94.2% | $5,403-89.3% |