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 | $123,790 | $107,791+14.8% | $90,645+36.6% | $135,375-8.6% |
| Participation rate | 52.6% | 78.0%-25.4pp | 74.0%-21.4pp | 82.6%-30.0pp |
| Annual return | -4.47% | -0.90%-3.6pp | 1.88%-6.4pp | 519.73%-524.2pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,161 | $3,872+7.5% | $3,425+21.5% | $5,609-25.8% |
| Admin fee / account holder | $22,814 | $5,930+284.7% | $4,994+356.9% | $10,827+110.7% |