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 | $119,069 | $69,977+70.2% | $108,579+9.7% | $62,891+89.3% |
| Participation rate | 53.3% | 72.9%-19.6pp | 79.6%-26.2pp | 69.3%-16.0pp |
| Annual return | 8.33% | 10.73%-2.4pp | -51.70%+60.0pp | 20.14%-11.8pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,496 | $3,165-21.1% | $4,311-42.1% | $3,203-22.1% |
| Admin fee / account holder | $23,594 | $5,076+364.8% | $7,645+208.6% | $4,296+449.3% |