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 | $101,466 | $99,032+2.5% | $80,019+26.8% | $135,375-25.0% |
| Participation rate | 31.3% | 78.4%-47.1pp | 75.8%-44.6pp | 82.6%-51.4pp |
| Annual return | -3.91% | 15.39%-19.3pp | 11.22%-15.1pp | 519.73%-523.6pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,205 | $4,282-71.9% | $3,686-67.3% | $5,609-78.5% |
| Admin fee / account holder | $36,470 | $10,436+249.5% | $6,521+459.3% | $10,827+236.8% |