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 | $116,950 | $127,386-8.2% | $115,037+1.7% | $125,391-6.7% |
| Participation rate | 53.8% | 84.2%-30.3pp | 81.4%-27.5pp | 83.2%-29.3pp |
| Annual return | -2.52% | 31.28%-33.8pp | 26.14%-28.7pp | 282.22%-284.7pp |
| Employer contribution / active EE | $2,105 | $5,166-59.2% | $4,608-54.3% | $4,866-56.7% |
| Participant deferral / active EE | $4,694 | $6,423-26.9% | $6,026-22.1% | $5,352-12.3% |
| Admin fee / account holder | $2,138 | $9,516-77.5% | $8,175-73.8% | $9,540-77.6% |