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 | $46,186 | $158,817-70.9% | $121,196-61.9% | $135,375-65.9% |
| Participation rate | 28.6% | 79.3%-50.7pp | 71.7%-43.2pp | 82.6%-54.1pp |
| Annual return | -5.80% | -0.64%-5.2pp | 16.93%-22.7pp | 519.73%-525.5pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,558 | $4,005-61.1% | $3,344-53.4% | $5,609-72.2% |
| Admin fee / account holder | $26,222 | $6,512+302.6% | $5,019+422.4% | $10,827+142.2% |