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 | $179,144 | $100,754+77.8% | $86,677+106.7% | $134,475+33.2% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -13.23% | 29.04%-42.3pp | 35.91%-49.1pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,859 | $3,489-46.7% | $2,836-34.5% | $4,740-60.8% |
| Participant deferral / active EE | $4,911 | $5,338-8.0% | $4,656+5.5% | $6,400-23.3% |
| Admin fee / account holder | $8,460 | $10,926-22.6% | $7,493+12.9% | $11,426-26.0% |