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 | $132,192 | $133,958-1.3% | $112,228+17.8% | $134,475-1.7% |
| Participation rate | 61.1% | 78.6%-17.4pp | 75.1%-13.9pp | 81.2%-20.1pp |
| Annual return | -17.22% | 47.11%-64.3pp | 27.45%-44.7pp | 417.96%-435.2pp |
| Employer contribution / active EE | $3,043 | $4,038-24.6% | $3,635-16.3% | $4,740-35.8% |
| Participant deferral / active EE | $5,412 | $5,291+2.3% | $4,728+14.5% | $6,400-15.4% |
| Admin fee / account holder | $2,366 | $7,489-68.4% | $6,410-63.1% | $11,426-79.3% |