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 | $75,082 | $133,958-44.0% | $112,228-33.1% | $134,475-44.2% |
| Participation rate | 34.8% | 78.6%-43.8pp | 75.1%-40.3pp | 81.2%-46.4pp |
| Annual return | -14.25% | 47.11%-61.4pp | 27.45%-41.7pp | 417.96%-432.2pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,362 | $5,291-17.6% | $4,728-7.7% | $6,400-31.8% |
| Admin fee / account holder | $30,784 | $7,489+311.1% | $6,410+380.2% | $11,426+169.4% |