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 | $101,483 | $167,307-39.3% | $143,757-29.4% | $134,475-24.5% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -18.09% | 0.46%-18.5pp | -0.04%-18.0pp | 417.96%-436.1pp |
| Employer contribution / active EE | $3,269 | $5,619-41.8% | $4,951-34.0% | $4,740-31.0% |
| Participant deferral / active EE | $8,715 | $6,446+35.2% | $5,637+54.6% | $6,400+36.2% |
| Admin fee / account holder | $6,426 | $18,088-64.5% | $14,673-56.2% | $11,426-43.8% |