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 | $128,723 | $91,538+40.6% | $129,995-1.0% | $75,163+71.3% |
| Participation rate | 44.0% | 71.4%-27.4pp | 78.5%-34.4pp | 67.2%-23.1pp |
| Annual return | 13.37% | -631.11%+644.5pp | -137.18%+150.5pp | 160.62%-147.2pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,133 | $4,341-50.9% | $5,820-63.4% | $4,125-48.3% |
| Admin fee / account holder | $10,739 | $6,790+58.1% | $10,614+1.2% | $5,651+90.0% |