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 | $188,289 | $133,958+40.6% | $112,228+67.8% | $134,475+40.0% |
| Participation rate | 52.6% | 78.6%-25.9pp | 75.1%-22.4pp | 81.2%-28.6pp |
| Annual return | -13.17% | 47.11%-60.3pp | 27.45%-40.6pp | 417.96%-431.1pp |
| Employer contribution / active EE | $2,232 | $4,038-44.7% | $3,635-38.6% | $4,740-52.9% |
| Participant deferral / active EE | $5,516 | $5,291+4.3% | $4,728+16.7% | $6,400-13.8% |
| Admin fee / account holder | $1,154 | $7,489-84.6% | $6,410-82.0% | $11,426-89.9% |