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 | $151,322 | $106,543+42.0% | $91,220+65.9% | $134,475+12.5% |
| Participation rate | 53.3% | 76.8%-23.5pp | 73.2%-19.9pp | 81.2%-27.9pp |
| Annual return | -2.08% | 160.60%-162.7pp | 114.01%-116.1pp | 417.96%-420.0pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,850-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,009 | $4,719-57.4% | $4,234-52.5% | $6,400-68.6% |
| Admin fee / account holder | $5,211 | $6,231-16.4% | $5,420-3.9% | $11,426-54.4% |