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 | $115,247 | $133,958-14.0% | $112,228+2.7% | $134,475-14.3% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -10.26% | 47.11%-57.4pp | 27.45%-37.7pp | 417.96%-428.2pp |
| Employer contribution / active EE | $1,418 | $4,038-64.9% | $3,635-61.0% | $4,740-70.1% |
| Participant deferral / active EE | $6,884 | $5,291+30.1% | $4,728+45.6% | $6,400+7.6% |
| Admin fee / account holder | $22,836 | $7,489+204.9% | $6,410+256.2% | $11,426+99.9% |