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 | $88,354 | $64,307+37.4% | $57,343+54.1% | $125,391-29.5% |
| Participation rate | 44.4% | 78.6%-34.2pp | 75.1%-30.6pp | 83.2%-38.7pp |
| Annual return | -3.02% | 25.12%-28.1pp | 24.39%-27.4pp | 282.22%-285.2pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,269 | $3,848+62.9% | $3,162+98.2% | $5,352+17.1% |
| Admin fee / account holder | $15,815 | $5,242+201.7% | $3,356+371.3% | $9,540+65.8% |