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 | $112,354 | $82,664+35.9% | $125,339-10.4% | $68,494+64.0% |
| Participation rate | 60.5% | 75.0%-14.5pp | 82.4%-21.8pp | 67.9%-7.4pp |
| Annual return | -19.18% | -5.97%-13.2pp | 572.05%-591.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $937 | $3,381-72.3% | $4,814-80.5% | $2,596-63.9% |
| Participant deferral / active EE | $3,604 | $6,110-41.0% | $7,446-51.6% | $4,027-10.5% |
| Admin fee / account holder | $19,607 | $6,275+212.4% | $10,010+95.9% | $5,403+262.9% |