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 | $127,148 | $82,664+53.8% | $125,339+1.4% | $68,494+85.6% |
| Participation rate | 63.3% | 75.0%-11.8pp | 82.4%-19.1pp | 67.9%-4.6pp |
| Annual return | -18.55% | -5.97%-12.6pp | 572.05%-590.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,243 | $6,110-14.2% | $7,446-29.6% | $4,027+30.2% |
| Admin fee / account holder | $4,108 | $6,275-34.5% | $10,010-59.0% | $5,403-24.0% |