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 | $143,394 | $105,860+35.5% | $90,749+58.0% | $134,475+6.6% |
| Participation rate | 44.4% | 78.2%-33.8pp | 75.7%-31.2pp | 81.2%-36.8pp |
| Annual return | -17.22% | -11.01%-6.2pp | -12.16%-5.1pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,951 | $3,462-43.6% | $2,921-33.2% | $4,740-58.8% |
| Participant deferral / active EE | $0 | $5,216-100.0% | $4,564-100.0% | $6,400-100.0% |
| Admin fee / account holder | $8,736 | $13,938-37.3% | $8,445+3.4% | $11,426-23.5% |