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 | $120,422 | $133,958-10.1% | $112,228+7.3% | $134,475-10.5% |
| Participation rate | 40.9% | 78.6%-37.6pp | 75.1%-34.2pp | 81.2%-40.3pp |
| Annual return | -14.51% | 47.11%-61.6pp | 27.45%-42.0pp | 417.96%-432.5pp |
| Employer contribution / active EE | $873 | $4,038-78.4% | $3,635-76.0% | $4,740-81.6% |
| Participant deferral / active EE | $1,699 | $5,291-67.9% | $4,728-64.1% | $6,400-73.4% |
| Admin fee / account holder | $19,183 | $7,489+156.2% | $6,410+199.3% | $11,426+67.9% |