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 | $177,121 | $167,307+5.9% | $143,757+23.2% | $134,475+31.7% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -19.32% | 0.46%-19.8pp | -0.04%-19.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,367 | $5,619-57.9% | $4,951-52.2% | $4,740-50.1% |
| Participant deferral / active EE | $3,720 | $6,446-42.3% | $5,637-34.0% | $6,400-41.9% |
| Admin fee / account holder | $746 | $18,088-95.9% | $14,673-94.9% | $11,426-93.5% |