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 | $125,418 | $131,829-4.9% | $108,579+15.5% | $273,961-54.2% |
| Participation rate | 59.1% | 83.5%-24.4pp | 79.6%-20.5pp | 83.0%-23.9pp |
| Annual return | 8.96% | -91.57%+100.5pp | -51.70%+60.7pp | 41.45%-32.5pp |
| Employer contribution / active EE | $1,852 | $4,912-62.3% | $3,758-50.7% | $4,869-62.0% |
| Participant deferral / active EE | $6,316 | $5,127+23.2% | $4,311+46.5% | $5,287+19.5% |
| Admin fee / account holder | $4,634 | $10,252-54.8% | $7,645-39.4% | $10,132-54.3% |