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 | $103,029 | $100,754+2.3% | $86,677+18.9% | $134,475-23.4% |
| Participation rate | 68.8% | 78.9%-10.2pp | 76.6%-7.8pp | 81.2%-12.5pp |
| Annual return | -14.78% | 29.04%-43.8pp | 35.91%-50.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,015 | $3,489-42.2% | $2,836-28.9% | $4,740-57.5% |
| Participant deferral / active EE | $5,691 | $5,338+6.6% | $4,656+22.2% | $6,400-11.1% |
| Admin fee / account holder | $1,076 | $10,926-90.2% | $7,493-85.6% | $11,426-90.6% |