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 | $181,486 | $127,386+42.5% | $115,037+57.8% | $125,391+44.7% |
| Participation rate | 56.5% | 84.2%-27.6pp | 81.4%-24.8pp | 83.2%-26.7pp |
| Annual return | -0.92% | 31.28%-32.2pp | 26.14%-27.1pp | 282.22%-283.1pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $11,469 | $6,423+78.6% | $6,026+90.3% | $5,352+114.3% |
| Admin fee / account holder | $29,050 | $9,516+205.3% | $8,175+255.3% | $9,540+204.5% |