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 | $109,393 | $127,386-14.1% | $115,037-4.9% | $125,391-12.8% |
| Participation rate | 56.5% | 84.2%-27.6pp | 81.4%-24.8pp | 83.2%-26.7pp |
| Annual return | 0.46% | 31.28%-30.8pp | 26.14%-25.7pp | 282.22%-281.8pp |
| Employer contribution / active EE | $2,028 | $5,166-60.7% | $4,608-56.0% | $4,866-58.3% |
| Participant deferral / active EE | $5,188 | $6,423-19.2% | $6,026-13.9% | $5,352-3.1% |
| Admin fee / account holder | $628 | $9,516-93.4% | $8,175-92.3% | $9,540-93.4% |