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 | $137,257 | $127,386+7.7% | $115,037+19.3% | $125,391+9.5% |
| Participation rate | 20.0% | 84.2%-64.2pp | 81.4%-61.4pp | 83.2%-63.2pp |
| Annual return | -1.04% | 31.28%-32.3pp | 26.14%-27.2pp | 282.22%-283.3pp |
| Employer contribution / active EE | $1,283 | $5,166-75.2% | $4,608-72.2% | $4,866-73.6% |
| Participant deferral / active EE | $3,017 | $6,423-53.0% | $6,026-49.9% | $5,352-43.6% |
| Admin fee / account holder | $1,158 | $9,516-87.8% | $8,175-85.8% | $9,540-87.9% |