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 | $145,516 | $167,307-13.0% | $143,757+1.2% | $134,475+8.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -9.23% | 0.46%-9.7pp | -0.04%-9.2pp | 417.96%-427.2pp |
| Employer contribution / active EE | $2,347 | $5,619-58.2% | $4,951-52.6% | $4,740-50.5% |
| Participant deferral / active EE | $5,116 | $6,446-20.6% | $5,637-9.2% | $6,400-20.1% |
| Admin fee / account holder | $108,039 | $18,088+497.3% | $14,673+636.3% | $11,426+845.6% |