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 | $133,384 | $82,286+62.1% | $68,791+93.9% | $134,475-0.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -15.73% | -2.19%-13.5pp | -6.38%-9.3pp | 417.96%-433.7pp |
| Employer contribution / active EE | $860 | $3,301-74.0% | $2,655-67.6% | $4,740-81.9% |
| Participant deferral / active EE | $3,480 | $4,739-26.6% | $3,941-11.7% | $6,400-45.6% |
| Admin fee / account holder | $2,325 | $6,481-64.1% | $4,932-52.9% | $11,426-79.7% |