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 | $82,935 | $48,265+71.8% | $68,791+20.6% | $68,494+21.1% |
| Participation rate | 20.3% | 60.7%-40.3pp | 69.0%-48.7pp | 67.9%-47.5pp |
| Annual return | -10.58% | -12.71%+2.1pp | -6.38%-4.2pp | -7.84%-2.7pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,605 | $2,867-44.0% | $3,941-59.3% | $4,027-60.2% |
| Admin fee / account holder | $10,025 | $4,355+130.2% | $4,932+103.3% | $5,403+85.6% |