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 | $105,078 | $142,344-26.2% | $119,609-12.1% | $134,475-21.9% |
| Participation rate | 68.2% | 82.8%-14.6pp | 79.3%-11.1pp | 81.2%-13.0pp |
| Annual return | -12.72% | -12.44%-0.3pp | -14.97%+2.2pp | 417.96%-430.7pp |
| Employer contribution / active EE | $1,263 | $5,222-75.8% | $4,232-70.2% | $4,740-73.4% |
| Participant deferral / active EE | $7,024 | $6,469+8.6% | $5,602+25.4% | $6,400+9.7% |
| Admin fee / account holder | $2,487 | $13,584-81.7% | $10,323-75.9% | $11,426-78.2% |