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 | $158,443 | $142,344+11.3% | $119,609+32.5% | $134,475+17.8% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -17.08% | -12.44%-4.6pp | -14.97%-2.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,161 | $5,222-58.6% | $4,232-48.9% | $4,740-54.4% |
| Participant deferral / active EE | $10,843 | $6,469+67.6% | $5,602+93.6% | $6,400+69.4% |
| Admin fee / account holder | $3,552 | $13,584-73.9% | $10,323-65.6% | $11,426-68.9% |