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 | $89,581 | $76,000+17.9% | $154,107-41.9% | $64,186+39.6% |
| Participation rate | 26.5% | 70.4%-43.9pp | 83.0%-56.6pp | 69.6%-43.1pp |
| Annual return | -3.03% | 30.32%-33.4pp | 735.12%-738.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,677 | $3,175-47.2% | $5,081-67.0% | $3,470-51.7% |
| Admin fee / account holder | $6,992 | $5,596+25.0% | $13,411-47.9% | $4,888+43.1% |