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 | $107,278 | $133,958-19.9% | $112,228-4.4% | $134,475-20.2% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -16.80% | 47.11%-63.9pp | 27.45%-44.2pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,357 | $4,038-16.9% | $3,635-7.6% | $4,740-29.2% |
| Participant deferral / active EE | $9,555 | $5,291+80.6% | $4,728+102.1% | $6,400+49.3% |
| Admin fee / account holder | $32,311 | $7,489+331.5% | $6,410+404.1% | $11,426+182.8% |