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 5-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 | $102,316 | $95,971+6.6% | $74,550+37.2% | $135,375-24.4% |
| Participation rate | 45.5% | 75.7%-30.2pp | 69.1%-23.7pp | 82.6%-37.2pp |
| Annual return | -5.71% | 56.96%-62.7pp | 32.53%-38.2pp | 519.73%-525.4pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,532 | $3,843-60.1% | $3,108-50.7% | $5,609-72.7% |
| Admin fee / account holder | $1,733 | $6,522-73.4% | $5,060-65.7% | $10,827-84.0% |