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 | $133,377 | $152,509-12.5% | $117,472+13.5% | $134,475-0.8% |
| Participation rate | 31.6% | 77.1%-45.5pp | 70.6%-39.0pp | 81.2%-49.6pp |
| Annual return | -14.91% | 52.99%-67.9pp | 29.74%-44.6pp | 417.96%-432.9pp |
| Employer contribution / active EE | $953 | $5,571-82.9% | $4,176-77.2% | $4,740-79.9% |
| Participant deferral / active EE | $1,412 | $4,818-70.7% | $4,070-65.3% | $6,400-77.9% |
| Admin fee / account holder | $6,238 | $7,004-10.9% | $5,645+10.5% | $11,426-45.4% |