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 | $148,951 | $167,307-11.0% | $143,757+3.6% | $134,475+10.8% |
| Participation rate | 36.4% | 84.8%-48.4pp | 80.3%-43.9pp | 81.2%-44.9pp |
| Annual return | -12.59% | 0.46%-13.1pp | -0.04%-12.5pp | 417.96%-430.6pp |
| Employer contribution / active EE | $1,897 | $5,619-66.2% | $4,951-61.7% | $4,740-60.0% |
| Participant deferral / active EE | $5,480 | $6,446-15.0% | $5,637-2.8% | $6,400-14.4% |
| Admin fee / account holder | $606 | $18,088-96.6% | $14,673-95.9% | $11,426-94.7% |