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 | $93,769 | $64,707+44.9% | $112,228-16.4% | $68,494+36.9% |
| Participation rate | 24.6% | 67.2%-42.5pp | 75.1%-50.4pp | 67.9%-43.3pp |
| Annual return | -18.47% | -11.40%-7.1pp | 27.45%-45.9pp | -7.84%-10.6pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,673 | $3,565-53.1% | $4,728-64.6% | $4,027-58.5% |
| Admin fee / account holder | $7,150 | $5,232+36.6% | $6,410+11.5% | $5,403+32.3% |