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 | $125,495 | $131,829-4.8% | $108,579+15.6% | $273,961-54.2% |
| Participation rate | 58.3% | 83.5%-25.1pp | 79.6%-21.2pp | 83.0%-24.7pp |
| Annual return | 2.29% | -91.57%+93.9pp | -51.70%+54.0pp | 41.45%-39.2pp |
| Employer contribution / active EE | $1,881 | $4,912-61.7% | $3,758-49.9% | $4,869-61.4% |
| Participant deferral / active EE | $6,531 | $5,127+27.4% | $4,311+51.5% | $5,287+23.5% |
| Admin fee / account holder | $6,329 | $10,252-38.3% | $7,645-17.2% | $10,132-37.5% |