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 | $158,866 | $142,344+11.6% | $119,609+32.8% | $134,475+18.1% |
| Participation rate | 69.6% | 82.8%-13.3pp | 79.3%-9.7pp | 81.2%-11.7pp |
| Annual return | -14.39% | -12.44%-1.9pp | -14.97%+0.6pp | 417.96%-432.4pp |
| Employer contribution / active EE | $3,105 | $5,222-40.5% | $4,232-26.6% | $4,740-34.5% |
| Participant deferral / active EE | $6,373 | $6,469-1.5% | $5,602+13.8% | $6,400-0.4% |
| Admin fee / account holder | $12,028 | $13,584-11.5% | $10,323+16.5% | $11,426+5.3% |