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 | $153,676 | $90,590+69.6% | $90,782+69.3% | $135,375+13.5% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.7%-16.0pp | 82.6%-16.0pp |
| Annual return | -7.10% | -3.40%-3.7pp | -3.42%-3.7pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,608 | $4,352-40.1% | $4,105-36.5% | $4,779-45.4% |
| Participant deferral / active EE | $8,936 | $5,407+65.3% | $5,366+66.5% | $5,609+59.3% |
| Admin fee / account holder | $365 | $7,683-95.3% | $5,908-93.8% | $10,827-96.6% |