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 | $154,139 | $95,193+61.9% | $76,523+101.4% | $135,375+13.9% |
| Participation rate | 21.4% | 74.4%-53.0pp | 68.0%-46.6pp | 82.6%-61.2pp |
| Annual return | -10.26% | 4.85%-15.1pp | -0.27%-10.0pp | 519.73%-530.0pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,981 | $4,639-35.7% | $3,835-22.3% | $5,609-46.8% |
| Admin fee / account holder | $13,514 | $6,249+116.3% | $4,848+178.7% | $10,827+24.8% |