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 | $131,076 | $133,958-2.2% | $112,228+16.8% | $134,475-2.5% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -15.85% | 47.11%-63.0pp | 27.45%-43.3pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,424 | $4,038-64.7% | $3,635-60.8% | $4,740-70.0% |
| Participant deferral / active EE | $3,872 | $5,291-26.8% | $4,728-18.1% | $6,400-39.5% |
| Admin fee / account holder | $4,205 | $7,489-43.9% | $6,410-34.4% | $11,426-63.2% |