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 | $129,390 | $91,538+41.4% | $129,995-0.5% | $75,163+72.1% |
| Participation rate | 48.2% | 71.4%-23.2pp | 78.5%-30.3pp | 67.2%-19.0pp |
| Annual return | 16.22% | -631.11%+647.3pp | -137.18%+153.4pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,219 | $2,845-57.2% | $4,320-71.8% | $2,670-54.3% |
| Participant deferral / active EE | $3,926 | $4,341-9.6% | $5,820-32.6% | $4,125-4.8% |
| Admin fee / account holder | $4,132 | $6,790-39.2% | $10,614-61.1% | $5,651-26.9% |