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 | $126,071 | $54,350+132.0% | $82,719+52.4% | $68,494+84.1% |
| Participation rate | 42.2% | 63.9%-21.7pp | 72.6%-30.4pp | 67.9%-25.7pp |
| Annual return | -14.00% | -13.67%-0.3pp | 701.18%-715.2pp | -7.84%-6.2pp |
| Employer contribution / active EE | $676 | $2,218-69.5% | $3,009-77.5% | $2,596-74.0% |
| Participant deferral / active EE | $3,180 | $3,246-2.0% | $4,395-27.7% | $4,027-21.0% |
| Admin fee / account holder | $19,652 | $4,395+347.1% | $5,329+268.8% | $5,403+263.7% |