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 | $80,938 | $92,222-12.2% | $76,768+5.4% | $135,375-40.2% |
| Participation rate | 30.0% | 79.8%-49.8pp | 77.0%-47.0pp | 82.6%-52.6pp |
| Annual return | -5.98% | 5.46%-11.4pp | 2.43%-8.4pp | 519.73%-525.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,567 | $4,509-65.3% | $3,852-59.3% | $5,609-72.1% |
| Admin fee / account holder | $447 | $10,748-95.8% | $6,675-93.3% | $10,827-95.9% |