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 | $144,511 | $142,344+1.5% | $119,609+20.8% | $134,475+7.5% |
| Participation rate | 44.4% | 82.8%-38.4pp | 79.3%-34.8pp | 81.2%-36.8pp |
| Annual return | -14.68% | -12.44%-2.2pp | -14.97%+0.3pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,058 | $5,222-79.7% | $4,232-75.0% | $4,740-77.7% |
| Participant deferral / active EE | $2,604 | $6,469-59.8% | $5,602-53.5% | $6,400-59.3% |
| Admin fee / account holder | $21,474 | $13,584+58.1% | $10,323+108.0% | $11,426+87.9% |