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 | $111,526 | $78,694+41.7% | $67,652+64.9% | $125,391-11.1% |
| Participation rate | 43.8% | 78.8%-35.1pp | 75.7%-31.9pp | 83.2%-39.4pp |
| Annual return | -0.17% | 9.46%-9.6pp | 6625.04%-6625.2pp | 282.22%-282.4pp |
| Employer contribution / active EE | $2,176 | $3,044-28.5% | $2,266-3.9% | $4,866-55.3% |
| Participant deferral / active EE | $3,320 | $4,292-22.6% | $3,560-6.7% | $5,352-38.0% |
| Admin fee / account holder | $20,486 | $7,403+176.7% | $4,821+324.9% | $9,540+114.7% |