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 | $138,833 | $71,883+93.1% | $86,677+60.2% | $68,494+102.7% |
| Participation rate | 48.0% | 72.2%-24.2pp | 76.6%-28.6pp | 67.9%-19.9pp |
| Annual return | -16.53% | 3.52%-20.1pp | 35.91%-52.4pp | -7.84%-8.7pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,220 | $3,779+11.7% | $4,656-9.4% | $4,027+4.8% |
| Admin fee / account holder | $16,969 | $6,112+177.6% | $7,493+126.5% | $5,403+214.1% |