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 | $121,836 | $133,958-9.0% | $112,228+8.6% | $134,475-9.4% |
| Participation rate | 34.8% | 78.6%-43.8pp | 75.1%-40.3pp | 81.2%-46.4pp |
| Annual return | -16.36% | 47.11%-63.5pp | 27.45%-43.8pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,240 | $4,038-69.3% | $3,635-65.9% | $4,740-73.8% |
| Participant deferral / active EE | $3,641 | $5,291-31.2% | $4,728-23.0% | $6,400-43.1% |
| Admin fee / account holder | $2,056 | $7,489-72.6% | $6,410-67.9% | $11,426-82.0% |