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 | $97,058 | $127,386-23.8% | $115,037-15.6% | $125,391-22.6% |
| Participation rate | 62.5% | 84.2%-21.7pp | 81.4%-18.9pp | 83.2%-20.7pp |
| Annual return | -2.39% | 31.28%-33.7pp | 26.14%-28.5pp | 282.22%-284.6pp |
| Employer contribution / active EE | $2,573 | $5,166-50.2% | $4,608-44.2% | $4,866-47.1% |
| Participant deferral / active EE | $4,164 | $6,423-35.2% | $6,026-30.9% | $5,352-22.2% |
| Admin fee / account holder | $868 | $9,516-90.9% | $8,175-89.4% | $9,540-90.9% |