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 | $121,703 | $133,958-9.1% | $112,228+8.4% | $134,475-9.5% |
| Participation rate | 57.9% | 78.6%-20.7pp | 75.1%-17.2pp | 81.2%-23.3pp |
| Annual return | -2.59% | 47.11%-49.7pp | 27.45%-30.0pp | 417.96%-420.6pp |
| Employer contribution / active EE | $1,683 | $4,038-58.3% | $3,635-53.7% | $4,740-64.5% |
| Participant deferral / active EE | $4,940 | $5,291-6.6% | $4,728+4.5% | $6,400-22.8% |
| Admin fee / account holder | $1,191 | $7,489-84.1% | $6,410-81.4% | $11,426-89.6% |