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 | $107,541 | $82,286+30.7% | $68,791+56.3% | $134,475-20.0% |
| Participation rate | 54.2% | 75.1%-20.9pp | 69.0%-14.9pp | 81.2%-27.1pp |
| Annual return | -18.01% | -2.19%-15.8pp | -6.38%-11.6pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,789 | $3,301-45.8% | $2,655-32.6% | $4,740-62.2% |
| Participant deferral / active EE | $4,908 | $4,739+3.6% | $3,941+24.5% | $6,400-23.3% |
| Admin fee / account holder | $8,206 | $6,481+26.6% | $4,932+66.4% | $11,426-28.2% |