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 | $98,680 | $107,791-8.5% | $90,645+8.9% | $135,375-27.1% |
| Participation rate | 42.9% | 78.0%-35.2pp | 74.0%-31.2pp | 82.6%-39.8pp |
| Annual return | -7.43% | -0.90%-6.5pp | 1.88%-9.3pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,964 | $3,018-34.9% | $2,532-22.4% | $4,779-58.9% |
| Participant deferral / active EE | $2,950 | $3,872-23.8% | $3,425-13.9% | $5,609-47.4% |
| Admin fee / account holder | $418 | $5,930-93.0% | $4,994-91.6% | $10,827-96.1% |