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 | $104,834 | $105,860-1.0% | $90,749+15.5% | $134,475-22.0% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | -17.43% | -11.01%-6.4pp | -12.16%-5.3pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,176 | $3,462-37.1% | $2,921-25.5% | $4,740-54.1% |
| Participant deferral / active EE | $5,738 | $5,216+10.0% | $4,564+25.7% | $6,400-10.3% |
| Admin fee / account holder | $1,608 | $13,938-88.5% | $8,445-81.0% | $11,426-85.9% |