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 4-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 | $126,896 | $129,942-2.3% | $104,294+21.7% | $134,475-5.6% |
| Participation rate | 69.2% | 79.5%-10.3pp | 73.3%-4.0pp | 81.2%-12.0pp |
| Annual return | 0.00% | 42.03%-42.0pp | 24.61%-24.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,609 | $4,184-61.5% | $3,372-52.3% | $4,740-66.0% |
| Participant deferral / active EE | $8,770 | $5,588+57.0% | $4,625+89.6% | $6,400+37.0% |
| Admin fee / account holder | $503 | $9,323-94.6% | $7,339-93.2% | $11,426-95.6% |