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 | $114,437 | $142,344-19.6% | $119,609-4.3% | $134,475-14.9% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.3%-15.6pp | 81.2%-17.6pp |
| Annual return | -13.94% | -12.44%-1.5pp | -14.97%+1.0pp | 417.96%-431.9pp |
| Employer contribution / active EE | $13,636 | $5,222+161.1% | $4,232+222.2% | $4,740+187.7% |
| Participant deferral / active EE | $4,196 | $6,469-35.1% | $5,602-25.1% | $6,400-34.4% |
| Admin fee / account holder | $20,153 | $13,584+48.4% | $10,323+95.2% | $11,426+76.4% |