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 | $186,309 | $167,307+11.4% | $143,757+29.6% | $134,475+38.5% |
| Participation rate | 57.9% | 84.8%-26.9pp | 80.3%-22.4pp | 81.2%-23.3pp |
| Annual return | -16.64% | 0.46%-17.1pp | -0.04%-16.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,752 | $5,619-68.8% | $4,951-64.6% | $4,740-63.0% |
| Participant deferral / active EE | $4,191 | $6,446-35.0% | $5,637-25.7% | $6,400-34.5% |
| Admin fee / account holder | $19,817 | $18,088+9.6% | $14,673+35.1% | $11,426+73.4% |