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 | $43,147 | $167,307-74.2% | $143,757-70.0% | $134,475-67.9% |
| Participation rate | 68.4% | 84.8%-16.4pp | 80.3%-11.9pp | 81.2%-12.8pp |
| Annual return | -11.24% | 0.46%-11.7pp | -0.04%-11.2pp | 417.96%-429.2pp |
| Employer contribution / active EE | $3,417 | $5,619-39.2% | $4,951-31.0% | $4,740-27.9% |
| Participant deferral / active EE | $6,569 | $6,446+1.9% | $5,637+16.5% | $6,400+2.6% |
| Admin fee / account holder | $4,206 | $18,088-76.7% | $14,673-71.3% | $11,426-63.2% |