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 | $102,129 | $63,953+59.7% | $54,726+86.6% | $135,375-24.6% |
| Participation rate | 57.1% | 84.9%-27.7pp | 79.1%-22.0pp | 82.6%-25.5pp |
| Annual return | -4.86% | -5.77%+0.9pp | -4.56%-0.3pp | 519.73%-524.6pp |
| Employer contribution / active EE | $3,681 | $4,256-13.5% | $3,449+6.7% | $4,779-23.0% |
| Participant deferral / active EE | $6,283 | $4,810+30.6% | $3,953+58.9% | $5,609+12.0% |
| Admin fee / account holder | $58,240 | $4,567+1175.2% | $3,818+1425.6% | $10,827+437.9% |