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 7-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 | $115,119 | $91,538+25.8% | $129,995-11.4% | $75,163+53.2% |
| Participation rate | 61.7% | 71.4%-9.8pp | 78.5%-16.8pp | 67.2%-5.5pp |
| Annual return | 15.26% | -631.11%+646.4pp | -137.18%+152.4pp | 160.62%-145.4pp |
| Employer contribution / active EE | $2,456 | $2,845-13.7% | $4,320-43.2% | $2,670-8.0% |
| Participant deferral / active EE | $5,070 | $4,341+16.8% | $5,820-12.9% | $4,125+22.9% |
| Admin fee / account holder | $2,201 | $6,790-67.6% | $10,614-79.3% | $5,651-61.1% |