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 | $134,118 | $105,860+26.7% | $90,749+47.8% | $134,475-0.3% |
| Participation rate | 60.9% | 78.2%-17.4pp | 75.7%-14.8pp | 81.2%-20.4pp |
| Annual return | -18.00% | -11.01%-7.0pp | -12.16%-5.8pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,530 | $3,462-55.8% | $2,921-47.6% | $4,740-67.7% |
| Participant deferral / active EE | $4,837 | $5,216-7.3% | $4,564+6.0% | $6,400-24.4% |
| Admin fee / account holder | $11,505 | $13,938-17.5% | $8,445+36.2% | $11,426+0.7% |