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 | $134,325 | $197,825-32.1% | $155,790-13.8% | $125,391+7.1% |
| Participation rate | 37.5% | 82.1%-44.6pp | 76.1%-38.6pp | 83.2%-45.7pp |
| Annual return | 1.00% | 86.74%-85.7pp | 71.54%-70.5pp | 282.22%-281.2pp |
| Employer contribution / active EE | $1,185 | $4,847-75.6% | $3,836-69.1% | $4,866-75.7% |
| Participant deferral / active EE | $3,126 | $5,630-44.5% | $4,797-34.8% | $5,352-41.6% |
| Admin fee / account holder | $7,275 | $9,545-23.8% | $7,478-2.7% | $9,540-23.7% |