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 | $132,331 | $127,386+3.9% | $115,037+15.0% | $125,391+5.5% |
| Participation rate | 31.8% | 84.2%-52.3pp | 81.4%-49.5pp | 83.2%-51.4pp |
| Annual return | -2.34% | 31.28%-33.6pp | 26.14%-28.5pp | 282.22%-284.6pp |
| Employer contribution / active EE | $2,095 | $5,166-59.4% | $4,608-54.5% | $4,866-56.9% |
| Participant deferral / active EE | $3,340 | $6,423-48.0% | $6,026-44.6% | $5,352-37.6% |
| Admin fee / account holder | $510 | $9,516-94.6% | $8,175-93.8% | $9,540-94.7% |