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 | $109,497 | $142,344-23.1% | $119,609-8.5% | $134,475-18.6% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -13.90% | -12.44%-1.5pp | -14.97%+1.1pp | 417.96%-431.9pp |
| Employer contribution / active EE | $1,291 | $5,222-75.3% | $4,232-69.5% | $4,740-72.8% |
| Participant deferral / active EE | $7,064 | $6,469+9.2% | $5,602+26.1% | $6,400+10.4% |
| Admin fee / account holder | $22,212 | $13,584+63.5% | $10,323+115.2% | $11,426+94.4% |