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 | $98,234 | $127,386-22.9% | $115,037-14.6% | $125,391-21.7% |
| Participation rate | 68.4% | 84.2%-15.7pp | 81.4%-12.9pp | 83.2%-14.8pp |
| Annual return | -2.22% | 31.28%-33.5pp | 26.14%-28.4pp | 282.22%-284.4pp |
| Employer contribution / active EE | $1,483 | $5,166-71.3% | $4,608-67.8% | $4,866-69.5% |
| Participant deferral / active EE | $3,264 | $6,423-49.2% | $6,026-45.8% | $5,352-39.0% |
| Admin fee / account holder | $705 | $9,516-92.6% | $8,175-91.4% | $9,540-92.6% |