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 | $132,164 | $87,540+51.0% | $75,781+74.4% | $125,391+5.4% |
| Participation rate | 61.5% | 80.2%-18.6pp | 75.8%-14.3pp | 83.2%-21.7pp |
| Annual return | -3.19% | 13.48%-16.7pp | 9.68%-12.9pp | 282.22%-285.4pp |
| Employer contribution / active EE | $4,227 | $3,930+7.6% | $3,323+27.2% | $4,866-13.1% |
| Participant deferral / active EE | $5,546 | $4,229+31.1% | $3,651+51.9% | $5,352+3.6% |
| Admin fee / account holder | $3,201 | $6,502-50.8% | $5,299-39.6% | $9,540-66.4% |