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 | $141,922 | $133,958+5.9% | $112,228+26.5% | $134,475+5.5% |
| Participation rate | 47.1% | 78.6%-31.5pp | 75.1%-28.0pp | 81.2%-34.2pp |
| Annual return | -8.30% | 47.11%-55.4pp | 27.45%-35.7pp | 417.96%-426.3pp |
| Employer contribution / active EE | $1,299 | $4,038-67.8% | $3,635-64.3% | $4,740-72.6% |
| Participant deferral / active EE | $4,982 | $5,291-5.8% | $4,728+5.4% | $6,400-22.2% |
| Admin fee / account holder | $21,686 | $7,489+189.6% | $6,410+238.3% | $11,426+89.8% |