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 | $126,403 | $131,829-4.1% | $108,579+16.4% | $273,961-53.9% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 9.90% | -91.57%+101.5pp | -51.70%+61.6pp | 41.45%-31.6pp |
| Employer contribution / active EE | $3,699 | $4,912-24.7% | $3,758-1.6% | $4,869-24.0% |
| Participant deferral / active EE | $6,396 | $5,127+24.7% | $4,311+48.4% | $5,287+21.0% |
| Admin fee / account holder | $8,338 | $10,252-18.7% | $7,645+9.1% | $10,132-17.7% |