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 | $101,593 | $91,538+11.0% | $129,995-21.8% | $75,163+35.2% |
| Participation rate | 35.7% | 71.4%-35.7pp | 78.5%-42.8pp | 67.2%-31.5pp |
| Annual return | 15.38% | -631.11%+646.5pp | -137.18%+152.6pp | 160.62%-145.2pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,137 | $4,341-27.7% | $5,820-46.1% | $4,125-23.9% |
| Admin fee / account holder | $13,495 | $6,790+98.7% | $10,614+27.1% | $5,651+138.8% |