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 | $92,431 | $75,935+21.7% | $60,547+52.7% | $125,391-26.3% |
| Participation rate | 42.9% | 76.5%-33.7pp | 68.0%-25.1pp | 83.2%-40.3pp |
| Annual return | -3.17% | -5.38%+2.2pp | 335.64%-338.8pp | 282.22%-285.4pp |
| Employer contribution / active EE | $2,243 | $3,438-34.8% | $2,419-7.3% | $4,866-53.9% |
| Participant deferral / active EE | $5,300 | $4,506+17.6% | $3,328+59.3% | $5,352-1.0% |
| Admin fee / account holder | $1,114 | $6,768-83.5% | $4,536-75.4% | $9,540-88.3% |