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 9-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 | $129,161 | $142,344-9.3% | $119,609+8.0% | $134,475-4.0% |
| Participation rate | 58.8% | 82.8%-24.0pp | 79.3%-20.4pp | 81.2%-22.4pp |
| Annual return | -19.43% | -12.44%-7.0pp | -14.97%-4.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,003 | $5,222-61.6% | $4,232-52.7% | $4,740-57.7% |
| Participant deferral / active EE | $3,820 | $6,469-40.9% | $5,602-31.8% | $6,400-40.3% |
| Admin fee / account holder | $13,518 | $13,584-0.5% | $10,323+30.9% | $11,426+18.3% |