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 | $149,893 | $133,958+11.9% | $112,228+33.6% | $134,475+11.5% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -11.72% | 47.11%-58.8pp | 27.45%-39.2pp | 417.96%-429.7pp |
| Employer contribution / active EE | $1,107 | $4,038-72.6% | $3,635-69.5% | $4,740-76.6% |
| Participant deferral / active EE | $3,526 | $5,291-33.4% | $4,728-25.4% | $6,400-44.9% |
| Admin fee / account holder | $90,261 | $7,489+1105.3% | $6,410+1308.1% | $11,426+690.0% |