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 | $168,905 | $91,911+83.8% | $68,793+145.5% | $135,375+24.8% |
| Participation rate | 60.0% | 76.7%-16.7pp | 72.2%-12.2pp | 82.6%-22.6pp |
| Annual return | -5.96% | -8.22%+2.3pp | -4.63%-1.3pp | 519.73%-525.7pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $12,878 | $4,315+198.4% | $3,311+288.9% | $5,609+129.6% |
| Admin fee / account holder | $15,734 | $9,240+70.3% | $5,131+206.7% | $10,827+45.3% |