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 | $199,797 | $142,344+40.4% | $119,609+67.0% | $134,475+48.6% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.3%-22.1pp | 81.2%-24.1pp |
| Annual return | -14.56% | -12.44%-2.1pp | -14.97%+0.4pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,462 | $5,222-72.0% | $4,232-65.4% | $4,740-69.2% |
| Participant deferral / active EE | $2,197 | $6,469-66.0% | $5,602-60.8% | $6,400-65.7% |
| Admin fee / account holder | $18,524 | $13,584+36.4% | $10,323+79.4% | $11,426+62.1% |