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 | $102,178 | $97,044+5.3% | $83,333+22.6% | $135,375-24.5% |
| Participation rate | 59.1% | 80.4%-21.3pp | 77.8%-18.7pp | 82.6%-23.5pp |
| Annual return | -1.66% | 12.31%-14.0pp | 10.63%-12.3pp | 519.73%-521.4pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,126 | $5,964+19.5% | $5,565+28.0% | $5,609+27.0% |
| Admin fee / account holder | $35,544 | $8,380+324.2% | $7,510+373.3% | $10,827+228.3% |