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 | $144,944 | $71,883+101.6% | $86,677+67.2% | $68,494+111.6% |
| Participation rate | 34.6% | 72.2%-37.6pp | 76.6%-42.0pp | 67.9%-33.3pp |
| Annual return | -16.01% | 3.52%-19.5pp | 35.91%-51.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,130 | $3,779-17.2% | $4,656-32.8% | $4,027-22.3% |
| Admin fee / account holder | $36,532 | $6,112+497.7% | $7,493+387.5% | $5,403+576.2% |