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 | $144,447 | $142,344+1.5% | $119,609+20.8% | $134,475+7.4% |
| Participation rate | 61.5% | 82.8%-21.3pp | 79.3%-17.7pp | 81.2%-19.7pp |
| Annual return | -16.79% | -12.44%-4.4pp | -14.97%-1.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,174 | $5,222-77.5% | $4,232-72.3% | $4,740-75.2% |
| Participant deferral / active EE | $2,354 | $6,469-63.6% | $5,602-58.0% | $6,400-63.2% |
| Admin fee / account holder | $3,046 | $13,584-77.6% | $10,323-70.5% | $11,426-73.3% |