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 | $131,683 | $92,222+42.8% | $76,768+71.5% | $135,375-2.7% |
| Participation rate | 63.6% | 79.8%-16.1pp | 77.0%-13.3pp | 82.6%-19.0pp |
| Annual return | -3.82% | 5.46%-9.3pp | 2.43%-6.2pp | 519.73%-523.6pp |
| Employer contribution / active EE | $1,265 | $3,216-60.7% | $2,485-49.1% | $4,779-73.5% |
| Participant deferral / active EE | $2,660 | $4,509-41.0% | $3,852-30.9% | $5,609-52.6% |
| Admin fee / account holder | $612 | $10,748-94.3% | $6,675-90.8% | $10,827-94.3% |