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 | $185,826 | $142,344+30.5% | $119,609+55.4% | $134,475+38.2% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -12.18% | -12.44%+0.3pp | -14.97%+2.8pp | 417.96%-430.1pp |
| Employer contribution / active EE | $2,758 | $5,222-47.2% | $4,232-34.8% | $4,740-41.8% |
| Participant deferral / active EE | $9,021 | $6,469+39.4% | $5,602+61.0% | $6,400+41.0% |
| Admin fee / account holder | $75,489 | $13,584+455.7% | $10,323+631.2% | $11,426+560.7% |