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 9-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 | $87,544 | $59,107+48.1% | $86,436+1.3% | $68,494+27.8% |
| Participation rate | 48.5% | 75.2%-26.8pp | 80.3%-31.8pp | 67.9%-19.4pp |
| Annual return | -17.36% | -0.23%-17.1pp | 4394.89%-4412.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,208 | $5,901-28.7% | $6,952-39.5% | $4,027+4.5% |
| Admin fee / account holder | $4,262 | $5,637-24.4% | $6,731-36.7% | $5,403-21.1% |