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 | $213,533 | $211,958+0.7% | $169,463+26.0% | $135,375+57.7% |
| Participation rate | 33.3% | 82.6%-49.3pp | 77.8%-44.4pp | 82.6%-49.3pp |
| Annual return | -7.71% | 3.26%-11.0pp | 1.83%-9.5pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,151 | $5,120-77.5% | $4,159-72.3% | $4,779-75.9% |
| Participant deferral / active EE | $7,746 | $6,075+27.5% | $5,277+46.8% | $5,609+38.1% |
| Admin fee / account holder | $7,601 | $11,471-33.7% | $9,109-16.6% | $10,827-29.8% |