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 | $140,718 | $95,193+47.8% | $76,523+83.9% | $135,375+3.9% |
| Participation rate | 47.4% | 74.4%-27.0pp | 68.0%-20.6pp | 82.6%-35.3pp |
| Annual return | -7.68% | 4.85%-12.5pp | -0.27%-7.4pp | 519.73%-527.4pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,851 | $4,639+26.1% | $3,835+52.5% | $5,609+4.3% |
| Admin fee / account holder | $3,530 | $6,249-43.5% | $4,848-27.2% | $10,827-67.4% |