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 | $141,434 | $105,860+33.6% | $90,749+55.9% | $134,475+5.2% |
| Participation rate | 53.8% | 78.2%-24.4pp | 75.7%-21.8pp | 81.2%-27.4pp |
| Annual return | -17.74% | -11.01%-6.7pp | -12.16%-5.6pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,185 | $3,462-65.8% | $2,921-59.4% | $4,740-75.0% |
| Participant deferral / active EE | $6,235 | $5,216+19.5% | $4,564+36.6% | $6,400-2.6% |
| Admin fee / account holder | $1,060 | $13,938-92.4% | $8,445-87.4% | $11,426-90.7% |