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 | $128,192 | $142,344-9.9% | $119,609+7.2% | $134,475-4.7% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -15.81% | -12.44%-3.4pp | -14.97%-0.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,905 | $5,222-63.5% | $4,232-55.0% | $4,740-59.8% |
| Participant deferral / active EE | $4,271 | $6,469-34.0% | $5,602-23.8% | $6,400-33.3% |
| Admin fee / account holder | $66,820 | $13,584+391.9% | $10,323+547.3% | $11,426+484.8% |