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 | $97,879 | $95,862+2.1% | $79,550+23.0% | $134,475-27.2% |
| Participation rate | 42.1% | 75.0%-32.9pp | 69.5%-27.4pp | 81.2%-39.1pp |
| Annual return | -15.45% | -2.69%-12.8pp | 0.16%-15.6pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,158 | $3,128-63.0% | $2,413-52.0% | $4,740-75.6% |
| Participant deferral / active EE | $4,178 | $4,693-11.0% | $3,985+4.8% | $6,400-34.7% |
| Admin fee / account holder | $16,407 | $9,126+79.8% | $6,832+140.1% | $11,426+43.6% |