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 | $151,615 | $142,344+6.5% | $119,609+26.8% | $134,475+12.7% |
| Participation rate | 59.1% | 82.8%-23.7pp | 79.3%-20.2pp | 81.2%-22.1pp |
| Annual return | -19.85% | -12.44%-7.4pp | -14.97%-4.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $4,414 | $5,222-15.5% | $4,232+4.3% | $4,740-6.9% |
| Participant deferral / active EE | $6,769 | $6,469+4.6% | $5,602+20.8% | $6,400+5.8% |
| Admin fee / account holder | $7,400 | $13,584-45.5% | $10,323-28.3% | $11,426-35.2% |