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 | $121,995 | $131,829-7.5% | $108,579+12.4% | $273,961-55.5% |
| Participation rate | 61.1% | 83.5%-22.3pp | 79.6%-18.5pp | 83.0%-21.9pp |
| Annual return | 9.46% | -91.57%+101.0pp | -51.70%+61.2pp | 41.45%-32.0pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,865 | $5,127+14.4% | $4,311+36.0% | $5,287+10.9% |
| Admin fee / account holder | $922 | $10,252-91.0% | $7,645-87.9% | $10,132-90.9% |