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 | $136,691 | $167,484-18.4% | $151,611-9.8% | $134,475+1.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -20.46% | 7.80%-28.3pp | 3.33%-23.8pp | 417.96%-438.4pp |
| Employer contribution / active EE | $6,022 | $6,829-11.8% | $6,166-2.3% | $4,740+27.0% |
| Participant deferral / active EE | $13,667 | $8,986+52.1% | $8,363+63.4% | $6,400+113.6% |
| Admin fee / account holder | $1,189 | $13,783-91.4% | $11,616-89.8% | $11,426-89.6% |