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 | $130,335 | $92,222+41.3% | $76,768+69.8% | $135,375-3.7% |
| Participation rate | 61.5% | 79.8%-18.2pp | 77.0%-15.4pp | 82.6%-21.1pp |
| Annual return | -5.41% | 5.46%-10.9pp | 2.43%-7.8pp | 519.73%-525.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,615 | $4,509-64.2% | $3,852-58.1% | $5,609-71.2% |
| Admin fee / account holder | $7,941 | $10,748-26.1% | $6,675+19.0% | $10,827-26.7% |