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 | $121,300 | $127,386-4.8% | $115,037+5.4% | $125,391-3.3% |
| Participation rate | 0.0% | 84.2%-84.2pp | 81.4%-81.4pp | 83.2%-83.2pp |
| Annual return | -1.68% | 31.28%-33.0pp | 26.14%-27.8pp | 282.22%-283.9pp |
| Employer contribution / active EE | $3,647 | $5,166-29.4% | $4,608-20.9% | $4,866-25.1% |
| Participant deferral / active EE | $5,464 | $6,423-14.9% | $6,026-9.3% | $5,352+2.1% |
| Admin fee / account holder | $3,147 | $9,516-66.9% | $8,175-61.5% | $9,540-67.0% |