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 3-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 | $189,319 | $133,958+41.3% | $112,228+68.7% | $134,475+40.8% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.1%-11.4pp | 81.2%-17.6pp |
| Annual return | -14.12% | 47.11%-61.2pp | 27.45%-41.6pp | 417.96%-432.1pp |
| Employer contribution / active EE | $3,650 | $4,038-9.6% | $3,635+0.4% | $4,740-23.0% |
| Participant deferral / active EE | $2,955 | $5,291-44.2% | $4,728-37.5% | $6,400-53.8% |
| Admin fee / account holder | $33,567 | $7,489+348.2% | $6,410+423.7% | $11,426+193.8% |