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 | $112,228 | $100,754+11.4% | $86,677+29.5% | $134,475-16.5% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -18.18% | 29.04%-47.2pp | 35.91%-54.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,242 | $3,489-64.4% | $2,836-56.2% | $4,740-73.8% |
| Participant deferral / active EE | $5,990 | $5,338+12.2% | $4,656+28.7% | $6,400-6.4% |
| Admin fee / account holder | $38,908 | $10,926+256.1% | $7,493+419.2% | $11,426+240.5% |