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 | $124,721 | $95,862+30.1% | $79,550+56.8% | $134,475-7.3% |
| Participation rate | 21.4% | 75.0%-53.6pp | 69.5%-48.1pp | 81.2%-59.8pp |
| Annual return | -17.11% | -2.69%-14.4pp | 0.16%-17.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $599 | $3,128-80.9% | $2,413-75.2% | $4,740-87.4% |
| Participant deferral / active EE | $1,507 | $4,693-67.9% | $3,985-62.2% | $6,400-76.4% |
| Admin fee / account holder | $22,521 | $9,126+146.8% | $6,832+229.6% | $11,426+97.1% |