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 | $99,871 | $167,484-40.4% | $151,611-34.1% | $134,475-25.7% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -12.20% | 7.80%-20.0pp | 3.33%-15.5pp | 417.96%-430.2pp |
| Employer contribution / active EE | $2,134 | $6,829-68.7% | $6,166-65.4% | $4,740-55.0% |
| Participant deferral / active EE | $3,806 | $8,986-57.6% | $8,363-54.5% | $6,400-40.5% |
| Admin fee / account holder | $21,737 | $13,783+57.7% | $11,616+87.1% | $11,426+90.2% |