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 | $179,225 | $95,862+87.0% | $79,550+125.3% | $134,475+33.3% |
| Participation rate | 63.6% | 75.0%-11.4pp | 69.5%-5.8pp | 81.2%-17.6pp |
| Annual return | -14.08% | -2.69%-11.4pp | 0.16%-14.2pp | 417.96%-432.0pp |
| Employer contribution / active EE | $6,163 | $3,128+97.0% | $2,413+155.4% | $4,740+30.0% |
| Participant deferral / active EE | $2,106 | $4,693-55.1% | $3,985-47.2% | $6,400-67.1% |
| Admin fee / account holder | $1,165 | $9,126-87.2% | $6,832-82.9% | $11,426-89.8% |