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 | $131,598 | $133,958-1.8% | $112,228+17.3% | $134,475-2.1% |
| Participation rate | 61.5% | 78.6%-17.0pp | 75.1%-13.5pp | 81.2%-19.7pp |
| Annual return | -13.88% | 47.11%-61.0pp | 27.45%-41.3pp | 417.96%-431.8pp |
| Employer contribution / active EE | $3,357 | $4,038-16.9% | $3,635-7.6% | $4,740-29.2% |
| Participant deferral / active EE | $8,280 | $5,291+56.5% | $4,728+75.1% | $6,400+29.4% |
| Admin fee / account holder | $790 | $7,489-89.4% | $6,410-87.7% | $11,426-93.1% |