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 | $139,370 | $105,860+31.7% | $90,749+53.6% | $134,475+3.6% |
| Participation rate | 43.8% | 78.2%-34.5pp | 75.7%-31.9pp | 81.2%-37.5pp |
| Annual return | -13.35% | -11.01%-2.3pp | -12.16%-1.2pp | 417.96%-431.3pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,743 | $5,216-47.4% | $4,564-39.9% | $6,400-57.1% |
| Admin fee / account holder | $555 | $13,938-96.0% | $8,445-93.4% | $11,426-95.1% |