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 | $86,841 | $71,883+20.8% | $86,677+0.2% | $68,494+26.8% |
| Participation rate | 43.1% | 72.2%-29.2pp | 76.6%-33.5pp | 67.9%-24.8pp |
| Annual return | -17.33% | 3.52%-20.9pp | 35.91%-53.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,864 | $3,779-50.7% | $4,656-60.0% | $4,027-53.7% |
| Admin fee / account holder | $4,150 | $6,112-32.1% | $7,493-44.6% | $5,403-23.2% |