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 | $126,312 | $133,958-5.7% | $112,228+12.5% | $134,475-6.1% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -13.66% | 47.11%-60.8pp | 27.45%-41.1pp | 417.96%-431.6pp |
| Employer contribution / active EE | $919 | $4,038-77.2% | $3,635-74.7% | $4,740-80.6% |
| Participant deferral / active EE | $4,979 | $5,291-5.9% | $4,728+5.3% | $6,400-22.2% |
| Admin fee / account holder | $1,154 | $7,489-84.6% | $6,410-82.0% | $11,426-89.9% |