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 | $205,044 | $133,958+53.1% | $112,228+82.7% | $134,475+52.5% |
| Participation rate | 41.2% | 78.6%-37.4pp | 75.1%-33.9pp | 81.2%-40.0pp |
| Annual return | -11.51% | 47.11%-58.6pp | 27.45%-39.0pp | 417.96%-429.5pp |
| Employer contribution / active EE | $1,864 | $4,038-53.8% | $3,635-48.7% | $4,740-60.7% |
| Participant deferral / active EE | $4,278 | $5,291-19.1% | $4,728-9.5% | $6,400-33.2% |
| Admin fee / account holder | $1,402 | $7,489-81.3% | $6,410-78.1% | $11,426-87.7% |