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 | $67,595 | $127,386-46.9% | $115,037-41.2% | $125,391-46.1% |
| Participation rate | 61.5% | 84.2%-22.6pp | 81.4%-19.8pp | 83.2%-21.7pp |
| Annual return | -2.83% | 31.28%-34.1pp | 26.14%-29.0pp | 282.22%-285.1pp |
| Employer contribution / active EE | $1,955 | $5,166-62.2% | $4,608-57.6% | $4,866-59.8% |
| Participant deferral / active EE | $8,628 | $6,423+34.3% | $6,026+43.2% | $5,352+61.2% |
| Admin fee / account holder | $23,408 | $9,516+146.0% | $8,175+186.3% | $9,540+145.4% |