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 | $188,123 | $133,958+40.4% | $112,228+67.6% | $134,475+39.9% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -14.16% | 47.11%-61.3pp | 27.45%-41.6pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,831 | $4,038-54.7% | $3,635-49.6% | $4,740-61.4% |
| Participant deferral / active EE | $7,690 | $5,291+45.4% | $4,728+62.6% | $6,400+20.2% |
| Admin fee / account holder | $5,704 | $7,489-23.8% | $6,410-11.0% | $11,426-50.1% |