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 | $141,567 | $142,344-0.5% | $119,609+18.4% | $134,475+5.3% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.3%-15.6pp | 81.2%-17.6pp |
| Annual return | -17.02% | -12.44%-4.6pp | -14.97%-2.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,267 | $5,222-75.7% | $4,232-70.1% | $4,740-73.3% |
| Participant deferral / active EE | $3,665 | $6,469-43.3% | $5,602-34.6% | $6,400-42.7% |
| Admin fee / account holder | $5,059 | $13,584-62.8% | $10,323-51.0% | $11,426-55.7% |