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 | $122,014 | $133,958-8.9% | $112,228+8.7% | $134,475-9.3% |
| Participation rate | 52.9% | 78.6%-25.6pp | 75.1%-22.1pp | 81.2%-28.3pp |
| Annual return | -16.77% | 47.11%-63.9pp | 27.45%-44.2pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,306 | $4,038-67.7% | $3,635-64.1% | $4,740-72.4% |
| Participant deferral / active EE | $4,895 | $5,291-7.5% | $4,728+3.5% | $6,400-23.5% |
| Admin fee / account holder | $2,218 | $7,489-70.4% | $6,410-65.4% | $11,426-80.6% |