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 | $137,189 | $43,723+213.8% | $121,196+13.2% | $64,186+113.7% |
| Participation rate | 0.0% | 58.3%-58.3pp | 71.7%-71.7pp | 69.6%-69.6pp |
| Annual return | -3.25% | 68.91%-72.2pp | 16.93%-20.2pp | 7.63%-10.9pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,296 | $2,280+44.6% | $3,344-1.5% | $3,470-5.0% |
| Admin fee / account holder | $20,887 | $3,501+496.6% | $5,019+316.1% | $4,888+327.3% |