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 | $105,697 | $82,286+28.4% | $68,791+53.6% | $134,475-21.4% |
| Participation rate | 63.6% | 75.1%-11.4pp | 69.0%-5.4pp | 81.2%-17.6pp |
| Annual return | -18.18% | -2.19%-16.0pp | -6.38%-11.8pp | 417.96%-436.1pp |
| Employer contribution / active EE | $3,041 | $3,301-7.9% | $2,655+14.5% | $4,740-35.8% |
| Participant deferral / active EE | $5,580 | $4,739+17.8% | $3,941+41.6% | $6,400-12.8% |
| Admin fee / account holder | $3,138 | $6,481-51.6% | $4,932-36.4% | $11,426-72.5% |