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 | $109,178 | $133,958-18.5% | $112,228-2.7% | $134,475-18.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -16.49% | 47.11%-63.6pp | 27.45%-43.9pp | 417.96%-434.5pp |
| Employer contribution / active EE | $3,802 | $4,038-5.8% | $3,635+4.6% | $4,740-19.8% |
| Participant deferral / active EE | $8,918 | $5,291+68.6% | $4,728+88.6% | $6,400+39.4% |
| Admin fee / account holder | $15,668 | $7,489+109.2% | $6,410+144.4% | $11,426+37.1% |