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 | $145,795 | $64,707+125.3% | $112,228+29.9% | $68,494+112.9% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -17.38% | -11.40%-6.0pp | 27.45%-44.8pp | -7.84%-9.5pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,852 | $3,565-20.0% | $4,728-39.7% | $4,027-29.2% |
| Admin fee / account holder | $17,915 | $5,232+242.4% | $6,410+179.5% | $5,403+231.6% |