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 | $133,526 | $69,518+92.1% | $59,878+123.0% | $135,375-1.4% |
| Participation rate | 41.7% | 77.8%-36.2pp | 74.7%-33.0pp | 82.6%-41.0pp |
| Annual return | -4.31% | 7.94%-12.3pp | 3.46%-7.8pp | 519.73%-524.0pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,054 | $4,206-27.4% | $3,402-10.2% | $5,609-45.6% |
| Admin fee / account holder | $47,754 | $5,734+732.8% | $3,590+1230.1% | $10,827+341.1% |