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 | $79,127 | $127,100-37.7% | $105,738-25.2% | $135,375-41.5% |
| Participation rate | 41.7% | 82.7%-41.0pp | 76.3%-34.7pp | 82.6%-41.0pp |
| Annual return | -6.69% | 4.49%-11.2pp | 6.27%-13.0pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,052 | $4,107-74.4% | $3,268-67.8% | $4,779-78.0% |
| Participant deferral / active EE | $4,304 | $5,064-15.0% | $4,080+5.5% | $5,609-23.3% |
| Admin fee / account holder | $9,566 | $9,087+5.3% | $6,913+38.4% | $10,827-11.6% |