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 | $138,262 | $175,600-21.3% | $129,110+7.1% | $134,475+2.8% |
| Participation rate | 66.7% | 81.6%-14.9pp | 77.3%-10.6pp | 81.2%-14.6pp |
| Annual return | -17.04% | -11.39%-5.7pp | -10.94%-6.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $4,477 | $6,355-29.5% | $5,052-11.4% | $4,740-5.5% |
| Participant deferral / active EE | $8,585 | $7,975+7.6% | $6,542+31.2% | $6,400+34.2% |
| Admin fee / account holder | $6,456 | $23,567-72.6% | $14,302-54.9% | $11,426-43.5% |