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 | $131,538 | $133,958-1.8% | $112,228+17.2% | $134,475-2.2% |
| Participation rate | 61.1% | 78.6%-17.4pp | 75.1%-13.9pp | 81.2%-20.1pp |
| Annual return | -12.90% | 47.11%-60.0pp | 27.45%-40.3pp | 417.96%-430.9pp |
| Employer contribution / active EE | $3,780 | $4,038-6.4% | $3,635+4.0% | $4,740-20.2% |
| Participant deferral / active EE | $5,619 | $5,291+6.2% | $4,728+18.9% | $6,400-12.2% |
| Admin fee / account holder | $1,134 | $7,489-84.9% | $6,410-82.3% | $11,426-90.1% |