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 | $163,799 | $142,344+15.1% | $119,609+36.9% | $134,475+21.8% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.3%-15.6pp | 81.2%-17.6pp |
| Annual return | -16.60% | -12.44%-4.2pp | -14.97%-1.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,242 | $5,222-57.1% | $4,232-47.0% | $4,740-52.7% |
| Participant deferral / active EE | $5,473 | $6,469-15.4% | $5,602-2.3% | $6,400-14.5% |
| Admin fee / account holder | $3,007 | $13,584-77.9% | $10,323-70.9% | $11,426-73.7% |